Benchmark Financial 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
Q3 | $740K | Sell |
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|
2025
Q2 | $708K | Buy |
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|
2025
Q1 | $539K | Sell |
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|
2024
Q4 | $543K | Buy |
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|
2024
Q3 | $434K | Buy |
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|
2024
Q2 | $454K | Buy |
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|
2024
Q1 | $434K | Buy |
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|
2023
Q4 | $347K | Buy |
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|
2023
Q3 | $286K | Buy |
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|
2023
Q2 | $294K | Sell |
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|
2023
Q1 | $272K | Buy |
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|
2022
Q4 | $299K | Buy |
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|
2022
Q3 | $278K | Buy |
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|
2022
Q2 | $254K | Sell |
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|
2022
Q1 | $376K | Buy |
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|
2021
Q4 | $358K | Buy |
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|
2021
Q3 | $316K | Buy |
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|
2021
Q2 | $304K | Sell |
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|
2021
Q1 | $269K | Buy |
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