Bell Investment 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 | $316K | Buy |
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|
2025
Q1 | $200K | Sell |
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|
2024
Q4 | $216K | Sell |
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|
2024
Q3 | $177K | Hold |
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|
2024
Q2 | $186K | Sell |
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|
2024
Q1 | $213K | Sell |
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|
2023
Q4 | $182K | Sell |
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|
2023
Q3 | $162K | Sell |
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|
2023
Q2 | $171K | Buy |
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|
2023
Q1 | $42.2K | Buy |
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|
2022
Q4 | $41.5K | Sell |
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|
2022
Q3 | $44K | Buy |
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|
2022
Q2 | $18K | Buy |
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|
2021
Q4 | $51K | Buy |
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|
2021
Q3 | $37K | Buy |
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