Denver 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 | $459K | Buy |
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|
2025
Q1 | $411K | Buy |
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|
2024
Q4 | $390K | Buy |
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|
2024
Q3 | $300K | Buy |
|
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|
2024
Q2 | $309K | Sell |
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|
2024
Q1 | $314K | Sell |
|
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|
2023
Q4 | $271K | Buy |
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|
2023
Q3 | $223K | Buy |
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|
2023
Q2 | $232K | Buy |
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|
2023
Q1 | $202K | Buy |
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|
2022
Q4 | $221K | Buy |
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|
2022
Q3 | $215K | Buy |
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|
2022
Q2 | $208K | Buy |
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|
2021
Q4 | $254K | Buy |
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|
2021
Q1 | $257K | Buy |
|