Burton Enright Welch’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $557K | Sell |
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|
2025
Q4 | $669K | Buy |
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|
2025
Q3 | $592K | Sell |
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|
2025
Q2 | $731K | Buy |
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|
2025
Q1 | $486K | Buy |
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|
2024
Q4 | $426K | Buy |
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|
2024
Q3 | $339K | Hold |
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|
2024
Q2 | $356K | Sell |
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|
2024
Q1 | $357K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $211K | Sell |
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|
2021
Q4 | $217K | Buy |
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