Iams 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
Q3 | $2.56M | Sell |
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|
2025
Q2 | $2.52M | Sell |
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|
2025
Q1 | $2.44M | Sell |
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|
2024
Q4 | $2.46M | Sell |
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|
2024
Q3 | $1.99M | Buy |
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|
2024
Q2 | $1.92M | Sell |
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|
2024
Q1 | $1.98M | Sell |
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|
2023
Q4 | $1.91M | Sell |
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|
2023
Q3 | $1.72M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.38M | Buy |
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|
2022
Q4 | $853K | Buy |
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