Golden State Wealth 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
Q3 | $411K | Sell |
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|
2025
Q2 | $400K | Sell |
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|
2025
Q1 | $364K | Sell |
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|
2024
Q4 | $363K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $473K | Buy |
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|
2021
Q3 | $268K | Buy |
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|
2021
Q2 | $218K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $208K | Sell |
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|
2020
Q2 | $351K | Buy |
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|
2020
Q1 | $81K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $499K | Buy |
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|
2019
Q2 | $410K | Sell |
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|
2019
Q1 | $438K | Buy |
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