Marcum Wealth’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
Q1 | $1.04M | Sell |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $927K | Sell |
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|
2024
Q2 | $993K | Buy |
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|
2024
Q1 | $962K | Sell |
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|
2023
Q4 | $831K | Buy |
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|
2023
Q3 | $632K | Buy |
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|
2023
Q2 | $643K | Buy |
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|
2023
Q1 | $561K | Buy |
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|
2022
Q4 | $534K | Buy |
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|
2022
Q3 | $502K | Buy |
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|
2022
Q2 | $442K | Buy |
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|
2022
Q1 | $506K | Buy |
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|
2021
Q4 | $499K | Sell |
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|
2021
Q3 | $502K | Buy |
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|
2021
Q2 | $404K | Buy |
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|
2021
Q1 | $310K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $367K | Buy |
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|
2019
Q4 | $408K | Buy |
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