Liberty 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
Q3 | $948K | Buy |
|
|||||
|
2025
Q2 | $905K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $903K | Sell |
|
|||||
|
2024
Q3 | $729K | Buy |
|
|||||
|
2024
Q2 | $722K | Buy |
|
|||||
|
2024
Q1 | $688K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $606K | Buy |
|
|||||
|
2023
Q2 | $631K | Buy |
|
|||||
|
2023
Q1 | $552K | Buy |
|
|||||
|
2022
Q3 | $507K | Buy |
|
|||||
|
2022
Q2 | $491K | Buy |
|
|||||
|
2022
Q1 | $597K | Buy |
|
|||||
|
2021
Q4 | $589 | Sell |
|
|||||
|
2021
Q3 | $575K | Buy |
|
|||||
|
2021
Q2 | $559K | Buy |
|
|||||
|
2021
Q1 | $291K | Hold |
|
|||||
|
2020
Q4 | $291K | Sell |
|
|||||
|
2020
Q3 | $267K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $526K | Buy |
|
|||||
|
2019
Q1 | $356K | Sell |
|
|||||
|
2018
Q4 | $349K | Buy |
|