Charles Schwab Trust’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
Q1 | – | Sell |
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|
2024
Q4 | $238K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $371K | Buy |
|
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $326K | Sell |
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|
2020
Q4 | $253K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $319K | Sell |
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|
2020
Q1 | $363K | Sell |
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|
2019
Q4 | $1.14M | Buy |
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|
2019
Q3 | $997K | Buy |
|