IMA Advisory Services’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 | $2.01K | Hold |
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|
2025
Q2 | $1.92K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $28.3K | Hold |
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|
2023
Q2 | $29.6K | Hold |
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|
2023
Q1 | $25.9K | Hold |
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|
2022
Q4 | $28.6K | Hold |
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|
2022
Q3 | $28K | Hold |
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|
2022
Q2 | $27K | Sell |
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|
2022
Q1 | $2.75M | Buy |
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|
2021
Q4 | $1M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $58K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $992K | Buy |
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|
2016
Q2 | $1.01M | Sell |
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|
2016
Q1 | $1.09M | Buy |
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|
2015
Q4 | $849K | Sell |
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|
2015
Q3 | $808K | Sell |
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|
2015
Q2 | $930K | Sell |
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|
2015
Q1 | $962K | Hold |
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|
2014
Q4 | $969K | Sell |
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|
2014
Q3 | $934K | Buy |
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|
2014
Q2 | $901K | Sell |
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|
2014
Q1 | $860K | Sell |
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|
2013
Q4 | $798K | Buy |
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|
2013
Q3 | $716K | Buy |
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|
2013
Q2 | $695K | Buy |
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