Guardian 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
Q2 | – | Sell |
|
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|
2025
Q1 | $277K | Buy |
|
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|
2024
Q4 | $271K | Sell |
|
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|
2024
Q3 | $275K | Buy |
|
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|
2024
Q2 | $288K | Sell |
|
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|
2024
Q1 | $303K | Sell |
|
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|
2023
Q4 | $270K | Sell |
|
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|
2023
Q3 | $276K | Sell |
|
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|
2023
Q2 | $302K | Sell |
|
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|
2023
Q1 | $279K | Buy |
|
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|
2022
Q4 | $307K | Sell |
|
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|
2022
Q3 | $535K | Buy |
|
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|
2022
Q2 | $521K | Sell |
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|
2022
Q1 | $651K | Sell |
|
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|
2021
Q4 | $649K | Buy |
|