Cyndeo Wealth Partners’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 | $1.2M | Buy |
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|
2025
Q2 | $1.13M | Buy |
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|
2025
Q1 | $988K | Buy |
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|
2024
Q4 | $950K | Sell |
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|
2024
Q3 | $770K | Sell |
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|
2024
Q2 | $847K | Buy |
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|
2024
Q1 | $467K | Buy |
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|
2023
Q4 | $394K | Buy |
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|
2023
Q3 | $322K | Buy |
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|
2023
Q2 | $336K | Sell |
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|
2023
Q1 | $300K | Buy |
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|
2022
Q4 | $310K | Buy |
|