Dakota 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 | $1.42M | Buy |
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|
2025
Q1 | $1.24M | Sell |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.1M | Sell |
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|
2024
Q2 | $1.18M | Buy |
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|
2024
Q1 | $970K | Buy |
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|
2023
Q4 | $718K | Sell |
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|
2023
Q3 | $645K | Sell |
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|
2023
Q2 | $728K | Buy |
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|
2023
Q1 | $634K | Buy |
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|
2022
Q4 | $629K | Buy |
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|
2022
Q3 | $368K | Buy |
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|
2022
Q2 | $211K | Buy |
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|
2022
Q1 | $222K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $483K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $347K | Hold |
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|
2018
Q3 | $347K | Sell |
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|
2018
Q2 | $507K | Buy |
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