Madison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $549K | Sell |
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|
2023
Q2 | $584K | Buy |
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|
2023
Q1 | $510K | Buy |
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|
2022
Q4 | $518K | Sell |
|
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|
2022
Q3 | $517K | Buy |
|
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|
2022
Q2 | $477K | Sell |
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|
2022
Q1 | $643K | Buy |
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|
2021
Q4 | $634K | Sell |
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|
2021
Q3 | $620K | Sell |
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|
2021
Q2 | $619K | Buy |
|
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|
2021
Q1 | $461K | Sell |
|
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|
2020
Q4 | $1.19M | Sell |
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|
2020
Q3 | $1.01M | Sell |
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|
2020
Q2 | $2.9M | Sell |
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|
2020
Q1 | $5.87M | Sell |
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|
2019
Q4 | $11.5M | Buy |
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