LifeSteps Financial’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 | $1.17M | Sell |
|
|||||
|
2025
Q2 | $1.13M | Buy |
|
|||||
|
2025
Q1 | $1.01M | Buy |
|
|||||
|
2024
Q4 | $984K | Sell |
|
|||||
|
2024
Q3 | $814K | Buy |
|
|||||
|
2024
Q2 | $856K | Buy |
|
|||||
|
2024
Q1 | $835K | Buy |
|
|||||
|
2023
Q4 | $704K | Buy |
|
|||||
|
2023
Q3 | $584K | Buy |
|
|||||
|
2023
Q2 | $610K | Sell |
|
|||||
|
2023
Q1 | $536K | Sell |
|
|||||
|
2022
Q4 | $597K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $222K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $276K | Buy |
|