Iron Horse 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
Q2 | $743K | Sell |
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|
2025
Q1 | $708K | Buy |
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|
2024
Q4 | $690K | Buy |
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|
2024
Q3 | $551K | Buy |
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|
2024
Q2 | $572K | Sell |
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|
2024
Q1 | $567K | Sell |
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|
2023
Q4 | $492K | Sell |
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|
2023
Q3 | $431K | Sell |
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|
2023
Q2 | $459K | Sell |
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|
2023
Q1 | $436K | Buy |
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|
2022
Q4 | $463K | Buy |
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|
2022
Q3 | $133K | Sell |
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|
2022
Q2 | $410K | Buy |
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|
2022
Q1 | $417K | Sell |
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|
2021
Q4 | $415K | Sell |
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|
2021
Q3 | $410K | Hold |
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|
2021
Q2 | $400K | Sell |
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|
2021
Q1 | $351K | Buy |
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|
2020
Q4 | $265K | Buy |
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