Brio Consultants’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 | $304K | Hold |
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|
2025
Q1 | $273K | Buy |
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|
2024
Q4 | $265K | Hold |
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|
2024
Q3 | $213K | Hold |
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|
2024
Q2 | $224K | Hold |
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|
2024
Q1 | $218K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2.19M | Sell |
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|
2021
Q2 | $2.34M | Sell |
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|
2021
Q1 | $2.08M | Hold |
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|
2020
Q4 | $1.6M | Sell |
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|
2020
Q3 | $1.25M | Hold |
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|
2020
Q2 | $1.36M | Sell |
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|
2020
Q1 | $1.55M | Buy |
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|
2019
Q4 | $2.9M | Buy |
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|
2019
Q3 | $2.72M | Buy |
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|
2019
Q2 | $2.28M | Buy |
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|
2019
Q1 | $757K | Buy |
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|
2018
Q4 | $720K | Buy |
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