Confluence Wealth Services’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 | $568K | Hold |
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|
2025
Q1 | $482K | Sell |
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|
2024
Q4 | $554K | Buy |
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|
2024
Q3 | $401K | Sell |
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|
2024
Q2 | $440K | Sell |
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|
2024
Q1 | $430K | Buy |
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|
2023
Q4 | $325K | Sell |
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|
2023
Q3 | $299K | Buy |
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|
2023
Q2 | $306K | Sell |
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|
2023
Q1 | $290K | Sell |
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|
2022
Q4 | $321K | Sell |
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|
2022
Q3 | $353K | Sell |
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|
2022
Q2 | $519K | Buy |
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|
2022
Q1 | $485K | Sell |
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|
2021
Q4 | $515K | Buy |
|