Holistic Financial Partners’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 | $397K | Buy |
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|
2025
Q2 | $229K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $229K | Buy |
|
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $375K | Buy |
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|
2019
Q3 | $278K | Sell |
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|
2019
Q2 | $321K | Sell |
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|
2019
Q1 | $328K | Buy |
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|
2018
Q4 | $278K | Buy |
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|
2018
Q3 | $316K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $292K | Sell |
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|
2017
Q4 | $339K | Buy |
|