Fort Sheridan Advisors’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 | $2.03M | Buy |
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|
2025
Q2 | $1.88M | Sell |
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|
2025
Q1 | $1.69M | Sell |
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|
2024
Q4 | $1.68M | Sell |
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|
2024
Q3 | $1.4M | Sell |
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|
2024
Q2 | $1.52M | Buy |
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|
2024
Q1 | $1.2M | Sell |
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|
2023
Q4 | $1.47M | Hold |
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|
2023
Q3 | $1.22M | Buy |
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|
2023
Q2 | $631K | Hold |
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|
2023
Q1 | $553K | Buy |
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|
2022
Q4 | $482K | Sell |
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|
2022
Q3 | $484K | Sell |
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|
2022
Q2 | $514K | Sell |
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|
2022
Q1 | $676K | Buy |
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|
2021
Q4 | $624K | Buy |
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|
2021
Q3 | $598K | Sell |
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|
2021
Q2 | $619K | Buy |
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|
2021
Q1 | $488K | Buy |
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|
2020
Q4 | $294K | Sell |
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|
2020
Q3 | $240K | Sell |
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|
2020
Q2 | $435K | Sell |
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|
2020
Q1 | $507K | Sell |
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|
2019
Q4 | $975K | Buy |
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|
2019
Q3 | $710K | Sell |
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|
2019
Q2 | $671K | Buy |
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|
2019
Q1 | $658K | Buy |
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|
2018
Q4 | $626K | Buy |
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