Legacy Financial 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
Q2 | $2.14M | Buy |
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|
2025
Q1 | $1.31M | Buy |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $718K | Sell |
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|
2024
Q2 | $904K | Buy |
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|
2024
Q1 | $822K | Buy |
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|
2023
Q4 | $557K | Sell |
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|
2023
Q3 | $479K | Buy |
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|
2023
Q2 | $394K | Buy |
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|
2023
Q1 | $288K | Buy |
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|
2022
Q4 | $296K | Sell |
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|
2022
Q3 | $317K | Buy |
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|
2022
Q2 | $244K | Sell |
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|
2022
Q1 | $357K | Buy |
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|
2021
Q4 | $321K | Buy |
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|
2021
Q3 | $307K | Buy |
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|
2021
Q2 | $267K | Buy |
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|
2021
Q1 | $219K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $222K | Sell |
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|
2019
Q3 | $251K | Buy |
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|
2019
Q2 | $233K | Sell |
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|
2019
Q1 | $278K | Buy |
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|
2018
Q4 | $188K | Sell |
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|
2018
Q3 | $349K | Sell |
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|
2018
Q2 | $423K | Sell |
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|
2018
Q1 | $419K | Buy |
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|
2017
Q4 | $240K | Buy |
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