International Assets Investment 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
$1.18M Buy
2025
Q2
Sell
2025
Q1
$2.05M Buy
2022
Q4
Sell
2022
Q3
$850K Buy
2022
Q2
$630 Buy
2022
Q1
$717K Buy
2021
Q4
$672K Sell
2021
Q3
$695K Buy
2021
Q2
$639K Sell
2021
Q1
$1.02M Buy
2020
Q4
$447K Sell
2020
Q3
$461K Sell
2020
Q2
$551K Sell
2020
Q1
$618K Buy