Foundations Investment 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 | $2.89M | Sell |
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|
2025
Q2 | $3.51M | Buy |
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|
2025
Q1 | $2.74M | Buy |
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|
2024
Q4 | $1.75M | Buy |
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|
2024
Q3 | $1.21M | Buy |
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|
2024
Q2 | $1.21M | Sell |
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|
2024
Q1 | $1.68M | Sell |
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|
2023
Q4 | $1.48M | Sell |
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|
2023
Q3 | $2.24M | Buy |
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|
2023
Q2 | $1.52M | Sell |
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|
2023
Q1 | $1.51M | Buy |
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|
2022
Q4 | $1.48M | Buy |
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|
2022
Q3 | $1.05M | Buy |
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|
2022
Q2 | $633K | Buy |
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|
2022
Q1 | $521K | Buy |
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|
2021
Q4 | $543K | Buy |
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|
2021
Q3 | $236K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $270K | Sell |
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|
2019
Q3 | $366K | Buy |
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|
2019
Q2 | $321K | Buy |
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|
2019
Q1 | $298K | Sell |
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|
2018
Q4 | $312K | Sell |
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|
2018
Q3 | $399K | Buy |
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|
2018
Q2 | $337K | Buy |
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