Investment Research & Advisory Group’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 | $108K | Buy |
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|
2025
Q2 | $98.1K | Hold |
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|
2025
Q1 | $87.9K | Hold |
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|
2024
Q4 | $86K | Hold |
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|
2024
Q3 | $69.2K | Hold |
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|
2024
Q2 | $72.8K | Hold |
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|
2024
Q1 | $71K | Hold |
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|
2023
Q4 | $60.3K | Hold |
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|
2023
Q3 | $50.1K | Hold |
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|
2023
Q2 | $52.3K | Hold |
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|
2023
Q1 | $45.8K | Hold |
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|
2022
Q4 | $50.6K | Sell |
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|
2022
Q3 | $54K | Hold |
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|
2022
Q2 | $53K | Sell |
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|
2022
Q1 | $74K | Buy |
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|
2021
Q4 | $67K | Buy |
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|
2021
Q3 | $19K | Hold |
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|
2021
Q2 | $18K | Hold |
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|
2021
Q1 | $16K | Hold |
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|
2020
Q4 | $12K | Hold |
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|
2020
Q3 | $9K | Hold |
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|
2020
Q2 | $10K | Hold |
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|
2020
Q1 | $11K | Buy |
|