Consilium Wealth Advisory’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 | $14M | Sell |
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|
2025
Q2 | $14.2M | Buy |
|
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|
2025
Q1 | $12.7M | Buy |
|
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|
2024
Q4 | $12M | Buy |
|
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|
2024
Q3 | $8.83M | Buy |
|
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|
2024
Q2 | $9.24M | Sell |
|
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|
2024
Q1 | $9.52M | Sell |
|
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|
2023
Q4 | $8.33M | Sell |
|
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|
2023
Q3 | $7M | Sell |
|
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|
2023
Q2 | $7.84M | Buy |
|
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|
2023
Q1 | $6.86M | Sell |
|
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|
2022
Q4 | $7.77M | Sell |
|
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|
2022
Q3 | $7.8M | Sell |
|
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|
2022
Q2 | $7.61M | Sell |
|
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|
2022
Q1 | $9.46M | Sell |
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|
2021
Q4 | $9.4M | Buy |
|