Concourse Financial Group Securities’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 | $1.13M | Buy |
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|
2024
Q3 | $644K | Sell |
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|
2024
Q2 | $725K | Buy |
|
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|
2024
Q1 | $680K | Sell |
|
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|
2023
Q4 | $619K | Sell |
|
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|
2023
Q3 | $522K | Buy |
|
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|
2023
Q2 | $544K | Sell |
|
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|
2023
Q1 | $477K | Buy |
|
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|
2022
Q4 | $511K | Sell |
|
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|
2022
Q3 | $511K | Sell |
|
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|
2022
Q2 | $499K | Sell |
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|
2022
Q1 | $632K | Sell |
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|
2021
Q4 | $1M | Sell |
|
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|
2021
Q3 | $1.03M | Sell |
|
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|
2021
Q2 | $1.01M | Sell |
|
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|
2021
Q1 | $1.08M | Sell |
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|
2020
Q4 | $965K | Sell |
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|
2020
Q3 | $783K | Buy |
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|
2020
Q2 | $743K | Buy |
|
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|
2020
Q1 | $665K | Buy |
|
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|
2019
Q4 | $1.03M | Buy |
|
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|
2019
Q3 | $573K | Sell |
|
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|
2019
Q2 | $944K | Buy |
|
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|
2019
Q1 | $912K | Buy |
|
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|
2018
Q4 | $822K | Buy |
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|
2018
Q3 | $419K | Buy |
|