Level Four Advisory Services’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 | $1.63M | Sell |
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|
2025
Q1 | $1.5M | Sell |
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|
2024
Q4 | $1.61M | Buy |
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|
2024
Q3 | $1.47M | Sell |
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|
2024
Q2 | $4.59M | Sell |
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|
2024
Q1 | $4.05M | Buy |
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|
2023
Q4 | $3.77M | Sell |
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|
2023
Q3 | $3.31M | Sell |
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|
2023
Q2 | $4.34M | Buy |
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|
2023
Q1 | $3.73M | Sell |
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|
2022
Q4 | $4.15M | Sell |
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|
2022
Q3 | $4.25M | Buy |
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|
2022
Q2 | $3.92M | Buy |
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|
2022
Q1 | $4.2M | Buy |
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|
2021
Q4 | $4.01M | Buy |
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|
2021
Q3 | $3.18M | Sell |
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|
2021
Q2 | $3.41M | Buy |
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|
2021
Q1 | $2.38M | Buy |
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|
2020
Q4 | $910K | Sell |
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|
2020
Q3 | $1.15M | Sell |
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|
2020
Q2 | $2.99M | Buy |
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|
2020
Q1 | $1.56M | Sell |
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|
2019
Q4 | $16.2M | Buy |
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|
2019
Q3 | $2.71M | Buy |
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|
2019
Q2 | $2.02M | Buy |
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|
2019
Q1 | $1.89M | Sell |
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|
2018
Q4 | $1.83M | Buy |
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|
2018
Q3 | $2.09M | Sell |
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|
2018
Q2 | $2.37M | Buy |
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|
2018
Q1 | $1.99M | Sell |
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|
2017
Q4 | $2.48M | Buy |
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|
2017
Q3 | $1.82M | Sell |
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|
2017
Q2 | $2.17M | Sell |
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|
2017
Q1 | $3.01M | Sell |
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|
2016
Q4 | $3.02M | Buy |
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