Baron 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 | $767K | Buy |
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|
2025
Q2 | $672K | Buy |
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|
2025
Q1 | $501K | Buy |
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|
2024
Q4 | $340K | Buy |
|
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|
2024
Q3 | $242K | Sell |
|
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|
2024
Q2 | $293K | Sell |
|
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|
2024
Q1 | $319K | Sell |
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|
2023
Q4 | $325K | Buy |
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|
2023
Q3 | $249K | Sell |
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|
2023
Q2 | $261K | Buy |
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|
2023
Q1 | $207K | Sell |
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|
2022
Q4 | $238K | Buy |
|