Berger Financial Group’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 | $1.18M | Sell |
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|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $890K | Buy |
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|
2024
Q4 | $859K | Buy |
|
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|
2024
Q3 | $513K | Buy |
|
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|
2024
Q2 | $483K | Buy |
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|
2024
Q1 | $430K | Buy |
|
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|
2023
Q4 | $333K | Sell |
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|
2023
Q3 | $294K | Buy |
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|
2023
Q2 | $272K | Buy |
|
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|
2023
Q1 | $220K | Buy |
|
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|
2022
Q4 | $242K | Sell |
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|
2022
Q3 | $258K | Sell |
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|
2022
Q2 | $262K | Buy |
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|
2022
Q1 | $309K | Buy |
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|
2021
Q4 | $305K | Buy |
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|
2021
Q3 | $280K | Sell |
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|
2021
Q2 | $275K | Buy |
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|
2021
Q1 | $237K | Buy |
|