CreativeOne Wealth’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 | $1.26M | Buy |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $976K | Buy |
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|
2024
Q3 | $544K | Buy |
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|
2024
Q2 | $377K | Sell |
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|
2024
Q1 | $538K | Buy |
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|
2023
Q4 | $232K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $421K | Sell |
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|
2023
Q1 | $653K | Buy |
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|
2022
Q4 | $716K | Sell |
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|
2022
Q3 | $708K | Sell |
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|
2022
Q2 | $851K | Sell |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $932K | Buy |
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|
2021
Q3 | $880K | Buy |
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|
2021
Q2 | $824K | Buy |
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|
2021
Q1 | $460K | Buy |
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|
2020
Q4 | $252K | Buy |
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