Claro 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 | $671K | Sell |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $1M | Sell |
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|
2024
Q3 | $910K | Buy |
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|
2024
Q2 | $828K | Buy |
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|
2024
Q1 | $694K | Sell |
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|
2023
Q4 | $638K | Sell |
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|
2023
Q3 | $604K | Sell |
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|
2023
Q2 | $657K | Buy |
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|
2023
Q1 | $562K | Sell |
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|
2022
Q4 | $620K | Buy |
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|
2022
Q3 | $445K | Hold |
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|
2022
Q2 | $445K | Sell |
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|
2022
Q1 | $559K | Hold |
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|
2021
Q4 | $559K | Buy |
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|
2021
Q3 | $534K | Sell |
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|
2021
Q2 | $597K | Buy |
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|
2021
Q1 | $487K | Buy |
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|
2020
Q4 | $337K | Sell |
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|
2020
Q3 | $314K | Sell |
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|
2020
Q2 | $479K | Sell |
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|
2020
Q1 | $571K | Buy |
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|
2019
Q4 | $471K | Buy |
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|
2019
Q3 | $441K | Sell |
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|
2019
Q2 | $523K | Sell |
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|
2019
Q1 | $538K | Sell |
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|
2018
Q4 | $658K | Buy |
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