IVC Wealth Advisors’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 | $895K | Sell |
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|
2025
Q2 | $897K | Sell |
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|
2025
Q1 | $915K | Sell |
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|
2024
Q4 | $898K | Sell |
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|
2024
Q3 | $730K | Sell |
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|
2024
Q2 | $899K | Sell |
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|
2024
Q1 | $880K | Buy |
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|
2023
Q4 | $745K | Sell |
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|
2023
Q3 | $719K | Buy |
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|
2023
Q2 | $749K | Buy |
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|
2023
Q1 | $541K | Sell |
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|
2022
Q4 | $631K | Buy |
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|
2022
Q3 | $348K | Buy |
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|
2022
Q2 | $338K | Sell |
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|
2022
Q1 | $741K | Sell |
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|
2021
Q4 | $734K | Buy |
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|
2021
Q3 | $710K | Buy |
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|
2021
Q2 | $692K | Buy |
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|
2021
Q1 | $597K | Sell |
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|
2020
Q4 | $476K | Buy |
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