GM Advisory Group’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 | $2.68M | Buy |
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|
2025
Q1 | $1.96M | Buy |
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|
2024
Q4 | $1.91M | Buy |
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|
2024
Q3 | $968K | Buy |
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|
2024
Q2 | $1M | Sell |
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|
2024
Q1 | $981K | Buy |
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|
2023
Q4 | $826K | Buy |
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|
2023
Q3 | $667K | Sell |
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|
2023
Q2 | $724K | Buy |
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|
2023
Q1 | $633K | Buy |
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|
2022
Q4 | $696K | Sell |
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|
2022
Q3 | $679K | Buy |
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|
2022
Q2 | $654K | Hold |
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|
2022
Q1 | $810K | Buy |
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|
2021
Q4 | $799K | Buy |
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|
2021
Q3 | $768K | Buy |
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|
2021
Q2 | $736K | Buy |
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|
2021
Q1 | $635K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $285K | Sell |
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|
2017
Q4 | $433K | Hold |
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|
2017
Q3 | $394K | Sell |
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|
2017
Q2 | $540K | Sell |
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|
2017
Q1 | $660K | Buy |
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|
2016
Q4 | $644K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $563K | Buy |
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