Arax Advisory Partners’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 | $641K | Buy |
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|
2025
Q1 | $320K | Sell |
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|
2024
Q4 | $380K | Buy |
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|
2024
Q3 | $217K | Buy |
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|
2024
Q2 | $208K | Buy |
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|
2024
Q1 | $150K | Buy |
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|
2023
Q4 | $127K | Sell |
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|
2023
Q3 | $125K | Buy |
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|
2023
Q2 | $131K | Buy |
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|
2023
Q1 | $114K | Buy |
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|
2022
Q4 | $126K | Sell |
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|
2022
Q3 | $213K | Sell |
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|
2022
Q2 | $221K | Buy |
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|
2022
Q1 | $273K | Buy |
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|
2021
Q4 | $155K | Buy |
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|
2021
Q3 | $146K | Sell |
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|
2021
Q2 | $403K | Buy |
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|
2020
Q4 | $276K | Sell |
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|
2020
Q3 | $217K | Buy |
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|
2020
Q2 | $234K | Buy |
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|
2020
Q1 | $261K | Sell |
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|
2019
Q4 | $762K | Sell |
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|
2019
Q3 | $803K | Buy |
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|
2019
Q2 | $717K | Buy |
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|
2018
Q4 | $688K | Buy |
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|
2018
Q3 | $766K | Sell |
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|
2018
Q2 | $3.07M | Buy |
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|
2018
Q1 | $2.87M | Sell |
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|
2017
Q4 | $3.38M | Buy |
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|
2017
Q3 | $3.06M | Buy |
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|
2017
Q2 | $2.44M | Buy |
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|
2017
Q1 | $2.43M | Buy |
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|
2016
Q4 | $2.39M | Buy |
|