Burt Wealth 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 | $409K | Hold |
|
|||||
|
2025
Q1 | $366K | Hold |
|
|||||
|
2024
Q4 | $358K | Sell |
|
|||||
|
2024
Q3 | $289K | Hold |
|
|||||
|
2024
Q2 | $304K | Hold |
|
|||||
|
2024
Q1 | $297K | Hold |
|
|||||
|
2023
Q4 | $252K | Hold |
|
|||||
|
2023
Q3 | $209K | Hold |
|
|||||
|
2023
Q2 | $218K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $211K | Hold |
|
|||||
|
2022
Q3 | $206K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $246K | Hold |
|
|||||
|
2021
Q4 | $243K | Hold |
|
|||||
|
2021
Q3 | $235K | Hold |
|
|||||
|
2021
Q2 | $230K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $153K | Hold |
|
|||||
|
2020
Q3 | $119K | Sell |
|
|||||
|
2020
Q2 | $130K | Sell |
|
|||||
|
2020
Q1 | $178K | Hold |
|
|||||
|
2019
Q4 | $333K | Hold |
|
|||||
|
2019
Q3 | $312K | Hold |
|
|||||
|
2019
Q2 | $293K | Sell |
|
|||||
|
2019
Q1 | $305K | Buy |
|
|||||
|
2018
Q4 | $285K | Hold |
|
|||||
|
2018
Q3 | $325K | Hold |
|
|||||
|
2018
Q2 | $343K | Hold |
|
|||||
|
2018
Q1 | $325K | Hold |
|
|||||
|
2017
Q4 | $376K | Buy |
|
|||||
|
2017
Q3 | $288K | Buy |
|
|||||
|
2017
Q2 | $245K | Hold |
|
|||||
|
2017
Q1 | $247K | Sell |
|
|||||
|
2016
Q4 | $255K | Hold |
|
|||||
|
2016
Q3 | $205K | Hold |
|
|||||
|
2016
Q2 | $219K | Sell |
|
|||||
|
2016
Q1 | $232K | Buy |
|
|||||
|
2015
Q4 | $248K | Hold |
|
|||||
|
2015
Q3 | $234K | Hold |
|
|||||
|
2015
Q2 | $257K | Hold |
|
|||||
|
2015
Q1 | $248K | Hold |
|
|||||
|
2014
Q4 | $252K | Buy |
|