Forvis Mazars Wealth 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 | $1.11M | Sell |
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|
2025
Q2 | $1.1M | Buy |
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|
2025
Q1 | $932K | Buy |
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|
2024
Q4 | $900K | Sell |
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|
2024
Q3 | $734K | Sell |
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|
2024
Q2 | $802K | Sell |
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|
2024
Q1 | $1.58M | Buy |
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|
2023
Q4 | $527K | Sell |
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|
2023
Q3 | $510K | Buy |
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|
2023
Q2 | $528K | Sell |
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|
2023
Q1 | $489K | Sell |
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|
2022
Q4 | $549K | Sell |
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|
2022
Q3 | $551K | Sell |
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|
2022
Q2 | $570K | Buy |
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|
2022
Q1 | $612K | Buy |
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|
2021
Q4 | $468K | Buy |
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|
2021
Q3 | $408K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $380K | Sell |
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|
2020
Q1 | $648K | Sell |
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|
2019
Q4 | $2.29M | Sell |
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|
2019
Q3 | $2.21M | Buy |
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|
2019
Q2 | $1.96M | Sell |
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|
2019
Q1 | $3.25M | Buy |
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|
2018
Q4 | $1.42M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $2.46M | Buy |
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|
2018
Q1 | $2.22M | Sell |
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|
2017
Q4 | $2.75M | Buy |
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|
2017
Q3 | $2.46M | Buy |
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|
2017
Q2 | $2.26M | Buy |
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|
2017
Q1 | $1.98M | Sell |
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|
2016
Q4 | $2M | Buy |
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|
2016
Q3 | $1.45M | Sell |
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|
2016
Q2 | $1.63M | Sell |
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|
2016
Q1 | $1.73M | Sell |
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|
2015
Q4 | $2.18M | Buy |
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|
2015
Q3 | $673K | Buy |
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|
2015
Q2 | $500K | Buy |
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|
2015
Q1 | $466K | Buy |
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|
2014
Q4 | $383K | Buy |
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|
2014
Q3 | $353K | Sell |
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|
2014
Q2 | $387K | Sell |
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|
2014
Q1 | $520K | Sell |
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|
2013
Q4 | $496K | Buy |
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|
2013
Q3 | $449K | Sell |
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|
2013
Q2 | $481K | Buy |
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