Financial Perspectives’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 | $94K | Sell |
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|
2025
Q2 | $94.8K | Hold |
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|
2025
Q1 | $84.9K | Sell |
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|
2024
Q4 | $97.8K | Buy |
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|
2024
Q3 | $57.1K | Hold |
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|
2024
Q2 | $60.1K | Hold |
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|
2024
Q1 | $58.6K | Sell |
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|
2023
Q4 | $303K | Buy |
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|
2023
Q3 | $251K | Buy |
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|
2023
Q2 | $94.1K | Buy |
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|
2023
Q1 | $82.2K | Buy |
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|
2022
Q4 | $90.6K | Buy |
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|
2022
Q3 | $88K | Buy |
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|
2022
Q2 | $85.5K | Buy |
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|
2022
Q1 | $106K | Buy |
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|
2021
Q4 | $64.2K | Hold |
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|
2021
Q3 | $62.1K | Sell |
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|
2021
Q2 | $84.2K | Sell |
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|
2021
Q1 | $1.86M | Buy |
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|
2020
Q4 | $56.1K | Sell |
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|
2020
Q3 | $62.7K | Hold |
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|
2020
Q2 | $68.3K | Hold |
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|
2020
Q1 | $76.6K | Hold |
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|
2019
Q4 | $144K | Buy |
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