Founders Financial Alliance’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
Q2 | $396K | Sell |
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|
2025
Q1 | $461K | Sell |
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|
2024
Q4 | $487K | Buy |
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|
2024
Q3 | $388K | Sell |
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|
2024
Q2 | $437K | Buy |
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|
2024
Q1 | $404K | Sell |
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|
2023
Q4 | $354K | Sell |
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|
2023
Q3 | $307K | Sell |
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|
2023
Q2 | $339K | Buy |
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|
2023
Q1 | $277K | Sell |
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|
2022
Q4 | $309K | Sell |
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|
2022
Q3 | $303K | Sell |
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|
2022
Q2 | $751K | Buy |
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|
2022
Q1 | $364K | Sell |
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|
2021
Q4 | $362K | Buy |
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|
2021
Q3 | $350K | Sell |
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|
2021
Q2 | $347K | Buy |
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|
2021
Q1 | $339K | Sell |
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|
2020
Q4 | $228K | Sell |
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|
2020
Q3 | $188K | Buy |
|