FSA Wealth 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
Q2 | $48K | Buy |
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|
2025
Q1 | $43K | Hold |
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|
2024
Q4 | $42K | Hold |
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|
2024
Q3 | $33.8K | Buy |
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|
2024
Q1 | $52K | Hold |
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|
2023
Q4 | $44K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $13K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $19K | Buy |
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|
2020
Q1 | $12K | Sell |
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|
2019
Q4 | $40K | Buy |
|