Aprio Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $675K | Buy |
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|
2025
Q1 | $411K | Buy |
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|
2024
Q4 | $333K | Sell |
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|
2024
Q3 | $360K | Sell |
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|
2024
Q2 | $401K | Buy |
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|
2024
Q1 | $331K | Buy |
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|
2023
Q4 | $247K | Sell |
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|
2023
Q3 | $225K | Sell |
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|
2023
Q2 | $270K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $214K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $273K | Buy |
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