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