Bragg Financial 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
Q2 | $1.1M | Buy |
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|
2025
Q1 | $980K | Sell |
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|
2024
Q4 | $984K | Buy |
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|
2024
Q3 | $737K | Sell |
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|
2024
Q2 | $792K | Buy |
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|
2024
Q1 | $748K | Sell |
|
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|
2023
Q4 | $666K | Sell |
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|
2023
Q3 | $592K | Sell |
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|
2023
Q2 | $643K | Buy |
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|
2023
Q1 | $547K | Buy |
|
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|
2022
Q4 | $603K | Sell |
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|
2022
Q3 | $589K | Buy |
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|
2022
Q2 | $400K | Sell |
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|
2022
Q1 | $506K | Sell |
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|
2021
Q4 | $519K | Hold |
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|
2021
Q3 | $519K | Buy |
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|
2021
Q2 | $485K | Buy |
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|
2021
Q1 | $382K | Sell |
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|
2020
Q4 | $298K | Sell |
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|
2020
Q3 | $282K | Sell |
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|
2020
Q2 | $396K | Sell |
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|
2020
Q1 | $522K | Sell |
|
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|
2019
Q4 | $1.3M | Sell |
|
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|
2019
Q3 | $1.32M | Sell |
|
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|
2019
Q2 | $1.29M | Sell |
|
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|
2019
Q1 | $1.4M | Sell |
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|
2018
Q4 | $1.49M | Sell |
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|
2018
Q3 | $2.18M | Sell |
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|
2018
Q2 | $2.74M | Sell |
|
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|
2018
Q1 | $3.98M | Sell |
|
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|
2017
Q4 | $6.45M | Sell |
|
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|
2017
Q3 | $6.08M | Sell |
|
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|
2017
Q2 | $6.12M | Buy |
|
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|
2017
Q1 | $6.1M | Buy |
|
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|
2016
Q4 | $5.89M | Buy |
|
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|
2016
Q3 | $4.69M | Buy |
|
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|
2016
Q2 | $4.97M | Buy |
|
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|
2016
Q1 | $4.9M | Buy |
|
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|
2015
Q4 | $5.43M | Buy |
|
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|
2015
Q3 | $5.07M | Buy |
|
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|
2015
Q2 | $5.21M | Buy |
|
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|
2015
Q1 | $5M | Buy |
|
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|
2014
Q4 | $4.47M | Sell |
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|
2014
Q3 | $4.33M | Sell |
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|
2014
Q2 | $4.66M | Sell |
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|
2014
Q1 | $4.45M | Buy |
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|
2013
Q4 | $4.03M | Buy |
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|
2013
Q3 | $3.63M | Buy |
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|
2013
Q2 | $3.56M | Buy |
|