Bedel Financial Consulting’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 | $676K | Sell |
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|
2025
Q1 | $666K | Buy |
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|
2024
Q4 | $712K | Buy |
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|
2024
Q3 | $442K | Sell |
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|
2024
Q2 | $585K | Buy |
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|
2024
Q1 | $570K | Buy |
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|
2023
Q4 | $483K | Buy |
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|
2023
Q3 | $400K | Buy |
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|
2023
Q2 | $417K | Buy |
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|
2023
Q1 | $364K | Sell |
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|
2022
Q4 | $407K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $195K | Buy |
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|
2021
Q4 | $192K | Sell |
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|
2021
Q3 | $187K | Buy |
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|
2021
Q2 | $182K | Buy |
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|
2021
Q1 | $157K | Buy |
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|
2020
Q4 | $47K | Sell |
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|
2020
Q3 | $66K | Hold |
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|
2020
Q2 | $72K | Sell |
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|
2020
Q1 | $89K | Buy |
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|
2019
Q4 | $165K | Hold |
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|
2019
Q3 | $155K | Buy |
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|
2019
Q2 | $144K | Sell |
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|
2019
Q1 | $267K | Buy |
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|
2018
Q4 | $245K | Buy |
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|
2018
Q3 | $284K | Buy |
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|
2018
Q2 | $293K | Sell |
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|
2018
Q1 | $282K | Buy |
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|
2017
Q4 | $326K | Buy |
|