Concord Wealth Partners’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
Q3 | $1.33M | Buy |
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|
2025
Q2 | $1.12M | Buy |
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|
2025
Q1 | $920K | Buy |
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|
2024
Q4 | $535K | Sell |
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|
2024
Q3 | $475K | Buy |
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|
2024
Q2 | $426K | Sell |
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|
2024
Q1 | $566K | Sell |
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|
2023
Q4 | $638K | Sell |
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|
2023
Q3 | $681K | Buy |
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|
2023
Q2 | $584K | Buy |
|
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|
2023
Q1 | $267K | Buy |
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|
2022
Q4 | $262K | Sell |
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|
2022
Q3 | $263K | Buy |
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|
2022
Q2 | $234K | Sell |
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|
2022
Q1 | $307K | Sell |
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|
2021
Q4 | $305K | Buy |
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|
2021
Q3 | $239K | Sell |
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|
2021
Q2 | $319K | Sell |
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|
2021
Q1 | $340K | Sell |
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|
2020
Q4 | $324K | Buy |
|