Medallion Wealth Advisors, LLC’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$47K Sell
2025
Q4
$62.4K Hold
2025
Q3
$56.1K Hold
2025
Q2
$54.2K Buy
2025
Q1
$22.9K Hold
2024
Q4
$22.7K Buy