GoalVest 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
Q4 | $47.3K | Buy |
|
|||||
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $1.72K | Buy |
|
|||||
|
2024
Q4 | $1.05K | Hold |
|
|||||
|
2024
Q3 | $847 | Hold |
|
|||||
|
2024
Q2 | $891 | Hold |
|
|||||
|
2024
Q1 | $869 | Buy |
|
|||||
|
2023
Q2 | – | Hold |
|
|||||
|
2023
Q1 | – | Hold |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $319K | Sell |
|
|||||
|
2022
Q1 | $693K | Buy |
|