Detalus 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 | $456K | Hold |
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|
2025
Q2 | $435K | Hold |
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|
2025
Q1 | $390K | Buy |
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|
2024
Q4 | $379K | Sell |
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|
2024
Q3 | $316K | Hold |
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|
2024
Q2 | $333K | Hold |
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|
2024
Q1 | $325K | Hold |
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|
2023
Q4 | $276K | Hold |
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|
2023
Q3 | $229K | Hold |
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|
2023
Q2 | $239K | Hold |
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|
2023
Q1 | $209K | Hold |
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|
2022
Q4 | $231K | Hold |
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|
2022
Q3 | $225K | Hold |
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|
2022
Q2 | $219K | Sell |
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|
2022
Q1 | $273K | Buy |
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|
2021
Q4 | $269K | Sell |
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|
2021
Q3 | $276K | Hold |
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|
2021
Q2 | $269K | Hold |
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|
2021
Q1 | $232K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $355K | Buy |
|