Ellevest Inc’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
Q2 | $375K | Sell |
|
|||||
|
2025
Q1 | $368K | Buy |
|
|||||
|
2024
Q4 | $360K | Sell |
|
|||||
|
2024
Q3 | $290K | Buy |
|
|||||
|
2024
Q2 | $303K | Sell |
|
|||||
|
2024
Q1 | $304K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $27.2K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $8K | Hold |
|
|||||
|
2019
Q3 | $7K | Sell |
|
|||||
|
2019
Q2 | $10K | Buy |
|