Global Financial Private Client’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 | – | Sell |
|
|||||
|
2025
Q1 | $152K | Buy |
|
|||||
|
2024
Q4 | $142K | Sell |
|
|||||
|
2024
Q3 | $153K | Buy |
|
|||||
|
2024
Q2 | $120K | Hold |
|
|||||
|
2024
Q1 | $116K | Hold |
|
|||||
|
2023
Q4 | $99.5K | Hold |
|
|||||
|
2023
Q3 | $80.1K | Hold |
|
|||||
|
2023
Q2 | $87.7K | Hold |
|
|||||
|
2023
Q1 | $76.2K | Hold |
|
|||||
|
2022
Q4 | $83.4K | Hold |
|
|||||
|
2022
Q3 | $84K | Hold |
|
|||||
|
2022
Q2 | $80.7K | Hold |
|
|||||
|
2022
Q1 | $98.4K | Hold |
|
|||||
|
2021
Q4 | $97K | Hold |
|
|||||
|
2021
Q3 | $95K | Hold |
|
|||||
|
2021
Q2 | $91.8K | Hold |
|
|||||
|
2021
Q1 | $80.1K | Hold |
|
|||||
|
2020
Q4 | $61K | Buy |
|
|||||
|
2020
Q3 | $28.6K | Hold |
|
|||||
|
2020
Q2 | $30.5K | Hold |
|
|||||
|
2020
Q1 | $32.3K | Hold |
|
|||||
|
2019
Q4 | $65.4K | Buy |
|