Axiom Financial Strategies’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 | $234K | Buy |
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|
2025
Q2 | $216K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $323K | Sell |
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|
2022
Q2 | $352K | Sell |
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|
2022
Q1 | $465K | Sell |
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|
2021
Q4 | $594K | Buy |
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|
2021
Q3 | $575K | Sell |
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|
2021
Q2 | $580K | Buy |
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|
2021
Q1 | $500K | Buy |
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|
2020
Q4 | $258K | Hold |
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|
2020
Q3 | $258K | Buy |
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|
2020
Q2 | $226K | Buy |
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|
2020
Q1 | $204K | Buy |
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