Delos Wealth Advisors’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 | $121K | Buy |
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|
2025
Q2 | $2.08K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $4.69K | Hold |
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|
2024
Q1 | $4.58K | Buy |
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|
2023
Q4 | $2.46K | Hold |
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|
2023
Q3 | $2.06K | Hold |
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|
2023
Q2 | $2.13K | Hold |
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|
2023
Q1 | $1.87K | Hold |
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|
2022
Q4 | $2.06K | Hold |
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|
2022
Q3 | $2K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $12K | Hold |
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|
2021
Q4 | $12K | Buy |
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