Forum Financial Management’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 | $4.99M | Buy |
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|
2025
Q2 | $4.32M | Sell |
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|
2025
Q1 | $4.03M | Buy |
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|
2024
Q4 | $3.93M | Buy |
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|
2024
Q3 | $2.75M | Sell |
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|
2024
Q2 | $2.98M | Buy |
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|
2024
Q1 | $2.89M | Sell |
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|
2023
Q4 | $2.49M | Sell |
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|
2023
Q3 | $2.09M | Buy |
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|
2023
Q2 | $1.79M | Buy |
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|
2023
Q1 | $1.53M | Buy |
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|
2022
Q4 | $1.68M | Sell |
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|
2022
Q3 | $1.64M | Buy |
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|
2022
Q2 | $1.46M | Sell |
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|
2022
Q1 | $1.89M | Sell |
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|
2021
Q4 | $1.88M | Buy |
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