Ellenbecker Investment Group’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
$334K Buy
2025
Q2
$318K Buy
2025
Q1
$283K Buy
2024
Q4
$276K Sell
2024
Q3
$250K Buy
2024
Q2
$253K Sell
2024
Q1
$265K Buy
2023
Q4
$206K Buy
2021
Q4
Sell
2021
Q3
$214K Buy
2021
Q2
$208K Buy