Congress 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 | $2.89M | Buy |
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|
2025
Q1 | $2.08M | Buy |
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|
2024
Q4 | $524K | Buy |
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|
2024
Q3 | $359K | Buy |
|
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|
2024
Q2 | $315K | Sell |
|
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|
2024
Q1 | $1.42M | Buy |
|
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|
2023
Q4 | $1.12M | Sell |
|
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|
2023
Q3 | $929K | Sell |
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|
2023
Q2 | $992K | Sell |
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|
2023
Q1 | $880K | Buy |
|
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|
2022
Q4 | $741K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.44M | Buy |
|