Family CFO’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 | – | Sell |
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|
2025
Q2 | $108K | Hold |
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|
2025
Q1 | $96.7K | Hold |
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|
2024
Q4 | $94.6K | Hold |
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|
2024
Q3 | $76.1K | Hold |
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|
2024
Q2 | $80K | Hold |
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|
2024
Q1 | $78.1K | Hold |
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|
2023
Q4 | $66.3K | Hold |
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|
2023
Q3 | $55K | Hold |
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|
2023
Q2 | $57.5K | Hold |
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|
2023
Q1 | $50.4K | Hold |
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|
2022
Q4 | $55.6K | Hold |
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|
2022
Q3 | $54.2K | Hold |
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|
2022
Q2 | $52.8K | Hold |
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|
2022
Q1 | $65K | Hold |
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|
2021
Q4 | $65K | Buy |
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