Daymark 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 | $5.16M | Sell |
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|
2025
Q2 | $5.22M | Sell |
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|
2025
Q1 | $4.78M | Buy |
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|
2024
Q4 | $4.6M | Sell |
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|
2024
Q3 | $4.18M | Sell |
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|
2024
Q2 | $4.49M | Buy |
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|
2024
Q1 | $4.19M | Buy |
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|
2023
Q4 | $3.31M | Sell |
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|
2023
Q3 | $2.92M | Buy |
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|
2023
Q2 | $2.77M | Buy |
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|
2023
Q1 | $924K | Buy |
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|
2022
Q4 | $567K | Buy |
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