GeoWealth 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 | $1.29M | Sell |
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|
2025
Q1 | $1.17M | Sell |
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|
2024
Q4 | $1.57M | Buy |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $1.16M | Buy |
|
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $518K | Buy |
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|
2023
Q3 | $86K | Buy |
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|
2023
Q2 | $44K | Buy |
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|
2023
Q1 | $17K | Sell |
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|
2022
Q4 | $104K | Buy |
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|
2022
Q3 | $98K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1K | Sell |
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|
2021
Q4 | $30K | Sell |
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|
2021
Q3 | $29K | Buy |
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|
2021
Q2 | $27K | Buy |
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