Auxano Advisors’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 | $675K | Buy |
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|
2025
Q2 | $637K | Sell |
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|
2025
Q1 | $579K | Buy |
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|
2024
Q4 | $558K | Buy |
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|
2024
Q3 | $430K | Sell |
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|
2024
Q2 | $462K | Buy |
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|
2024
Q1 | $444K | Buy |
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|
2023
Q4 | $245K | Sell |
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|
2023
Q3 | $273K | Buy |
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|
2023
Q2 | $249K | Hold |
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|
2023
Q1 | $249K | Buy |
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|
2022
Q4 | $275K | Buy |
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|
2022
Q3 | $267K | Buy |
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|
2022
Q2 | $249K | Sell |
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|
2022
Q1 | $328K | Buy |
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|
2021
Q4 | $200K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $272K | Buy |
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