Circle Wealth Management’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 | $505K | Sell |
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|
2025
Q1 | $586K | Sell |
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|
2024
Q4 | $622K | Sell |
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|
2024
Q3 | $562K | Buy |
|
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|
2024
Q2 | $590K | Sell |
|
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|
2024
Q1 | $904K | Buy |
|
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|
2023
Q4 | $763K | Sell |
|
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|
2023
Q3 | $699K | Sell |
|
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|
2023
Q2 | $1.45M | Buy |
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|
2023
Q1 | $1.27M | Sell |
|
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|
2022
Q4 | $1.5M | Buy |
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|
2022
Q3 | $1.36M | Buy |
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|
2022
Q2 | $1.26M | Sell |
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|
2022
Q1 | $3.07M | Buy |
|
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|
2021
Q4 | $1.55M | Sell |
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|
2021
Q3 | $1.69M | Sell |
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|
2021
Q2 | $2.05M | Sell |
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|
2021
Q1 | $1.89M | Buy |
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|
2020
Q4 | $1.44M | Sell |
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|
2020
Q3 | $1.15M | Sell |
|
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|
2020
Q2 | $1.38M | Buy |
|
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|
2020
Q1 | $672K | Buy |
|
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|
2019
Q4 | $439K | Buy |
|
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|
2019
Q3 | $219K | Sell |
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|
2019
Q2 | $245K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $203K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $222K | Buy |
|