Bradley & Co Private 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
Q2 | $41.7K | Hold |
|
|||||
|
2025
Q1 | $37.4K | Sell |
|
|||||
|
2024
Q4 | $37.5K | Buy |
|
|||||
|
2024
Q2 | $31.7K | Hold |
|
|||||
|
2024
Q1 | $31K | Hold |
|
|||||
|
2023
Q4 | $26.3K | Hold |
|
|||||
|
2023
Q3 | $21.8K | Hold |
|
|||||
|
2023
Q2 | $22.8K | Hold |
|
|||||
|
2023
Q1 | $20K | Hold |
|
|||||
|
2022
Q4 | $22K | Hold |
|
|||||
|
2022
Q3 | $21K | Hold |
|
|||||
|
2022
Q2 | $21K | Hold |
|
|||||
|
2022
Q1 | $26K | Hold |
|
|||||
|
2021
Q4 | $26K | Hold |
|
|||||
|
2021
Q3 | $25K | Hold |
|
|||||
|
2021
Q2 | $24K | Hold |
|
|||||
|
2021
Q1 | $21K | Buy |
|