Focus Financial Network’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 | $4.35M | Buy |
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|
2025
Q2 | $4.11M | Sell |
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|
2025
Q1 | $3.84M | Buy |
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|
2024
Q4 | $3.73M | Sell |
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|
2024
Q3 | $3.38M | Buy |
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|
2024
Q2 | $3.6M | Buy |
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|
2024
Q1 | $3.43M | Sell |
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|
2023
Q4 | $6.23M | Buy |
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|
2023
Q3 | $2.57M | Buy |
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|
2023
Q2 | $2.66M | Buy |
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|
2023
Q1 | $2.15M | Buy |
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|
2022
Q4 | $2.37M | Sell |
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|
2022
Q3 | $2.33M | Sell |
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|
2022
Q2 | $2.36M | Buy |
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|
2022
Q1 | $2.89M | Sell |
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|
2021
Q4 | $6.62M | Buy |
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|
2021
Q3 | $1.5M | Sell |
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|
2021
Q2 | $1.5M | Buy |
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|
2021
Q1 | $1.13M | Sell |
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|
2020
Q4 | $1.82M | Buy |
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|
2020
Q3 | $1.38M | Sell |
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|
2020
Q2 | $1.53M | Buy |
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|
2020
Q1 | $1.57M | Sell |
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|
2019
Q4 | $2.98M | Buy |
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|
2019
Q3 | $2.79M | Sell |
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|
2019
Q2 | $2.78M | Sell |
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|
2019
Q1 | $2.85M | Buy |
|