Integrated Wealth Concepts’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
Q2 | $8.77M | Sell |
|
|||||
|
2025
Q1 | $8.57M | Buy |
|
|||||
|
2024
Q4 | $8.29M | Buy |
|
|||||
|
2024
Q3 | $4.43M | Sell |
|
|||||
|
2024
Q2 | $5.25M | Sell |
|
|||||
|
2024
Q1 | $5.31M | Sell |
|
|||||
|
2023
Q4 | $6.12M | Buy |
|
|||||
|
2023
Q3 | $4.44M | Buy |
|
|||||
|
2023
Q2 | $4.62M | Buy |
|
|||||
|
2023
Q1 | $3.73M | Buy |
|
|||||
|
2022
Q4 | $1.45M | Buy |
|
|||||
|
2022
Q3 | $1.32M | Sell |
|
|||||
|
2022
Q2 | $1.31M | Buy |
|
|||||
|
2022
Q1 | $1.56M | Buy |
|
|||||
|
2021
Q4 | $1.51M | Sell |
|
|||||
|
2021
Q3 | $1.67M | Buy |
|
|||||
|
2021
Q2 | $1.26M | Buy |
|
|||||
|
2021
Q1 | $1.03M | Sell |
|
|||||
|
2020
Q4 | $1.14M | Buy |
|
|||||
|
2020
Q3 | $601K | Sell |
|
|||||
|
2020
Q2 | $698K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $423K | Sell |
|
|||||
|
2019
Q3 | $422K | Sell |
|
|||||
|
2019
Q2 | $661K | Buy |
|
|||||
|
2019
Q1 | $473K | Buy |
|
|||||
|
2018
Q4 | $341K | Buy |
|
|||||
|
2018
Q3 | $299K | Sell |
|
|||||
|
2018
Q2 | $333K | Buy |
|
|||||
|
2018
Q1 | $303K | Buy |
|
|||||
|
2017
Q4 | $318K | Buy |
|