Everhart Financial 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 | $1.85M | Buy |
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|
2025
Q2 | $1.69M | Buy |
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|
2025
Q1 | $1.4M | Buy |
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|
2024
Q4 | $1.3M | Buy |
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|
2024
Q3 | $942K | Buy |
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|
2024
Q2 | $907K | Buy |
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|
2024
Q1 | $592K | Buy |
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|
2023
Q4 | $408K | Sell |
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|
2023
Q3 | $362K | Buy |
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|
2023
Q2 | $315K | Buy |
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|
2023
Q1 | $230K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $417K | Buy |
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|
2022
Q2 | $211K | Sell |
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|
2022
Q1 | $351K | Buy |
|