Deseret Mutual Benefit Administrators’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 | $645K | Sell |
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|
2025
Q2 | $723K | Hold |
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|
2025
Q1 | $648K | Sell |
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|
2024
Q4 | $701K | Sell |
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|
2024
Q3 | $589K | Sell |
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|
2024
Q2 | $655K | Sell |
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|
2024
Q1 | $711K | Sell |
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|
2023
Q4 | $605K | Sell |
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|
2023
Q3 | $665K | Sell |
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|
2023
Q2 | $783K | Buy |
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|
2023
Q1 | $683K | Buy |
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|
2022
Q4 | $740K | Sell |
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|
2022
Q3 | $1.34M | Sell |
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|
2022
Q2 | $1.59M | Buy |
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|
2022
Q1 | $1.95M | Sell |
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|
2021
Q4 | $2.5M | Sell |
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|
2021
Q3 | $2.7M | Sell |
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|
2021
Q2 | $3.79M | Buy |
|