E&G 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 | $616K | Sell |
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|
2025
Q2 | $644K | Sell |
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|
2025
Q1 | $748K | Buy |
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|
2024
Q4 | $528K | Buy |
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|
2024
Q3 | $369K | Hold |
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|
2024
Q2 | $388K | Buy |
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|
2024
Q1 | $351K | Sell |
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|
2023
Q4 | $327K | Sell |
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|
2023
Q3 | $295K | Hold |
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|
2023
Q2 | $308K | Sell |
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|
2023
Q1 | $270K | Sell |
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|
2022
Q4 | $308K | Hold |
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|
2022
Q3 | $300K | Sell |
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|
2022
Q2 | $296K | Sell |
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|
2022
Q1 | $373K | Hold |
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|
2021
Q4 | $369K | Hold |
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|
2021
Q3 | $357K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $300K | Hold |
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|
2020
Q4 | $232K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $409K | Hold |
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|
2019
Q3 | $383K | Hold |
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|
2019
Q2 | $360K | Hold |
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|
2019
Q1 | $367K | Sell |
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|
2018
Q4 | $419K | Sell |
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|
2018
Q3 | $583K | Buy |
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|
2018
Q2 | $526K | Sell |
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|
2018
Q1 | $528K | Buy |
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|
2017
Q4 | $521K | Buy |
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|
2017
Q3 | $308K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $226K | Sell |
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|
2015
Q3 | $290K | Hold |
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|
2015
Q2 | $318K | Hold |
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|
2015
Q1 | $307K | Hold |
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|
2014
Q4 | $310K | Hold |
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|
2014
Q3 | $293K | Hold |
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|
2014
Q2 | $297K | Sell |
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|
2014
Q1 | $296K | Sell |
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|
2013
Q4 | $284K | Buy |
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