Bell & Brown Wealth Advisors’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 | $7.31M | Sell |
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|
2025
Q1 | $6.59M | Sell |
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|
2024
Q4 | $6.52M | Sell |
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|
2024
Q3 | $5.24M | Buy |
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|
2024
Q2 | $5.51M | Buy |
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|
2024
Q1 | $4.16M | Sell |
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|
2023
Q4 | $4.68M | Buy |
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|
2023
Q2 | $4.08M | Buy |
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|
2023
Q1 | $2.71M | Sell |
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|
2022
Q4 | $4.04M | Buy |
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|
2022
Q3 | $2.91M | Sell |
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|
2022
Q2 | $3.84M | Sell |
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|
2022
Q1 | $4.85M | Buy |
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|
2021
Q4 | $4.46M | Buy |
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|
2021
Q3 | $3.5M | Buy |
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|
2020
Q3 | $1.82M | Buy |
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|
2020
Q2 | $1.88M | Buy |
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|
2020
Q1 | $828K | Buy |
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|
2019
Q4 | $1.5M | Sell |
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|
2019
Q3 | $2.52M | Buy |
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|
2019
Q2 | $2.4M | Buy |
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|
2019
Q1 | $2.44M | Buy |
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|
2018
Q4 | $2.29M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $2.61M | Buy |
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|
2018
Q1 | $1.38M | Sell |
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|
2017
Q4 | $2.64M | Buy |
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