BNC Wealth Management’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 | $270K | Buy |
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|
2025
Q2 | $238K | Hold |
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|
2025
Q1 | $213K | Hold |
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|
2024
Q4 | $208K | Sell |
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|
2024
Q3 | $361K | Sell |
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|
2024
Q2 | $389K | Buy |
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|
2024
Q1 | $380K | Sell |
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|
2023
Q4 | $325K | Buy |
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|
2023
Q3 | $268K | Buy |
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|
2023
Q2 | $280K | Sell |
|
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|
2023
Q1 | $261K | Buy |
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|
2022
Q4 | $288K | Buy |
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|
2022
Q3 | $281K | Buy |
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|
2022
Q2 | $274K | Sell |
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|
2022
Q1 | $346K | Sell |
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|
2021
Q4 | $387K | Buy |
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|
2021
Q3 | $288K | Buy |
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|
2021
Q2 | $281K | Hold |
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|
2021
Q1 | $243K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $62K | Buy |
|