BHK 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
Q3 | $218K | Sell |
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|
2025
Q2 | $212K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $321K | Buy |
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|
2020
Q1 | $331K | Buy |
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|
2019
Q4 | $532K | Buy |
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|
2019
Q3 | $489K | Buy |
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|
2019
Q2 | $438K | Buy |
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|
2019
Q1 | $415K | Sell |
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|
2018
Q4 | $426K | Sell |
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|
2018
Q3 | $508K | Buy |
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|
2018
Q2 | $513K | Buy |
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|
2018
Q1 | $442K | Buy |
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|
2017
Q4 | $460K | Buy |
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