DB Wealth Management Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $119K | Hold |
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|
2023
Q3 | $98.5K | Hold |
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|
2023
Q2 | $103K | Hold |
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|
2023
Q1 | $90.1K | Hold |
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|
2022
Q4 | $99.5K | Hold |
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|
2022
Q3 | $97K | Hold |
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|
2022
Q2 | $94K | Hold |
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|
2022
Q1 | $117K | Hold |
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|
2021
Q4 | $116K | Hold |
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|
2021
Q3 | $112K | Hold |
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|
2021
Q2 | $109K | Hold |
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|
2021
Q1 | $94K | Sell |
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|
2020
Q4 | $75K | Buy |
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