Axxcess 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 | $5.52M | Buy |
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|
2025
Q1 | $3.64M | Sell |
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|
2024
Q4 | $5.24M | Sell |
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|
2024
Q3 | $4.52M | Buy |
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|
2024
Q2 | $3.88M | Sell |
|
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|
2024
Q1 | $4.21M | Buy |
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|
2023
Q4 | $3.22M | Buy |
|
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|
2023
Q3 | $2.18M | Buy |
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|
2023
Q2 | $523K | Sell |
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|
2023
Q1 | $574K | Buy |
|
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|
2022
Q4 | $604K | Buy |
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|
2022
Q3 | $308K | Buy |
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|
2022
Q2 | $295K | Sell |
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|
2022
Q1 | $649K | Buy |
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|
2021
Q4 | $364K | Buy |
|