Baker Tilly 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 | $836K | Buy |
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|
2025
Q2 | $655K | Buy |
|
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|
2025
Q1 | $502K | Sell |
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|
2024
Q4 | $512K | Sell |
|
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|
2024
Q3 | $489K | Sell |
|
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|
2024
Q2 | $907K | Sell |
|
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|
2024
Q1 | $2.75M | Sell |
|
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|
2023
Q4 | $2.78M | Sell |
|
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|
2023
Q3 | $2.53M | Sell |
|
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|
2023
Q2 | $6.57M | Buy |
|
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|
2023
Q1 | $5.72M | Buy |
|
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|
2022
Q4 | $5.79M | Buy |
|
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|
2022
Q3 | $5.63M | Buy |
|
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|
2022
Q2 | $5.48M | Buy |
|
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|
2022
Q1 | $6.72M | Buy |
|
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|
2021
Q4 | $6.64M | Sell |
|
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|
2021
Q3 | $6.94M | Buy |
|
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|
2021
Q2 | $6.67M | Buy |
|
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|
2021
Q1 | $3.27M | Buy |
|
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|
2020
Q4 | $510K | Buy |
|