Gladstone Institutional Advisory’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 | $3.74M | Sell |
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|
2025
Q2 | $3.9M | Buy |
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|
2025
Q1 | $3.3M | Buy |
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|
2024
Q4 | $2.86M | Buy |
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|
2024
Q3 | $1.94M | Buy |
|
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|
2024
Q2 | $568K | Buy |
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|
2024
Q1 | $454K | Sell |
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|
2023
Q4 | $433K | Sell |
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|
2023
Q3 | $371K | Sell |
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|
2023
Q2 | $403K | Sell |
|
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|
2023
Q1 | $382K | Buy |
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|
2022
Q4 | $392K | Sell |
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|
2022
Q3 | $434K | Sell |
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|
2022
Q2 | $669K | Sell |
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|
2022
Q1 | $2.44M | Buy |
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|
2021
Q4 | $887K | Sell |
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|
2021
Q3 | $1.11M | Sell |
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|
2021
Q2 | $1.73M | Buy |
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|
2021
Q1 | $939K | Buy |
|