Elevation Wealth Partners’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 | $19.7K | Buy |
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|
2025
Q2 | $4.81K | Hold |
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|
2025
Q1 | $4.31K | Hold |
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|
2024
Q4 | $4.21K | Hold |
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|
2024
Q3 | $3.39K | Hold |
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|
2024
Q2 | $3.56K | Hold |
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|
2024
Q1 | $3.48K | Hold |
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|
2023
Q4 | $2.45K | Hold |
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|
2023
Q3 | $2.45K | Hold |
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|
2023
Q2 | $2.56K | Hold |
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|
2023
Q1 | $2.24K | Buy |
|