Institute for 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 | $657K | Sell |
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|
2025
Q2 | $629K | Buy |
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|
2025
Q1 | $564K | Buy |
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|
2024
Q4 | $551K | Sell |
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|
2024
Q3 | $473K | Sell |
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|
2024
Q2 | $585K | Sell |
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|
2024
Q1 | $602K | Buy |
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|
2023
Q4 | $511K | Sell |
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|
2023
Q3 | $431K | Sell |
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|
2023
Q2 | $465K | Buy |
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|
2023
Q1 | $383K | Buy |
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|
2022
Q4 | $381K | Buy |
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|
2022
Q3 | $342K | Sell |
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|
2022
Q2 | $464K | Buy |
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|
2022
Q1 | $565K | Buy |
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|
2021
Q4 | $416K | Sell |
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|
2021
Q3 | $406K | Sell |
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|
2021
Q2 | $406K | Sell |
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|
2021
Q1 | $1.01M | Sell |
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|
2020
Q4 | $790K | Sell |
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|
2020
Q3 | $839K | Buy |
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|
2020
Q2 | $264K | Buy |
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|
2020
Q1 | $245K | Buy |
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|
2019
Q4 | $392K | Buy |
|
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|
2019
Q3 | $350K | Sell |
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|
2019
Q2 | $449K | Sell |
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|
2019
Q1 | $608K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $632K | Buy |
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|
2018
Q2 | $661K | Buy |
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|
2018
Q1 | $610K | Buy |
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|
2017
Q4 | $680K | Buy |
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|
2017
Q3 | $611K | Buy |
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|
2017
Q2 | $548K | Buy |
|