Aries 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
Q3 | $226K | Hold |
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|
2025
Q2 | $216K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $725K | Hold |
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|
2019
Q3 | $672K | Hold |
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|
2019
Q2 | $653K | Hold |
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|
2019
Q1 | $660K | Hold |
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|
2018
Q4 | $629K | Hold |
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|
2018
Q3 | $718K | Hold |
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|
2018
Q2 | $783K | Hold |
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|
2018
Q1 | $719K | Hold |
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|
2017
Q4 | $877K | Buy |
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