Hurlow Wealth Management 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
$264K Hold
2025
Q1
$236K Sell
2024
Q4
$241K Buy
2024
Q3
Sell
2024
Q2
$239K Hold
2024
Q1
$233K Buy
2022
Q2
Sell
2022
Q1
$207K Buy
2021
Q4
Sell
2021
Q3
$216K Hold
2021
Q2
$211K Sell
2021
Q1
$302K Buy
2020
Q4
$212K Buy
2019
Q4
Sell
2019
Q3
$217K Hold
2019
Q2
$200K Hold
2019
Q1
$213K Hold
2018
Q4
$219K Buy