Marks Group 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
Q2 | $2.68M | Buy |
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|
2025
Q1 | $2.17M | Sell |
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|
2024
Q4 | $2.14M | Sell |
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|
2024
Q3 | $1.76M | Sell |
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|
2024
Q2 | $1.87M | Sell |
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|
2024
Q1 | $2.14M | Sell |
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|
2023
Q4 | $2.01M | Sell |
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|
2023
Q3 | $1.83M | Sell |
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|
2023
Q2 | $2.36M | Buy |
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|
2023
Q1 | $1.95M | Buy |
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|
2022
Q4 | $1.92M | Buy |
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|
2022
Q3 | $1.68M | Buy |
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|
2022
Q2 | $1.43M | Buy |
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|
2022
Q1 | $1.38M | Buy |
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|
2021
Q4 | $1.13M | Buy |
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|
2021
Q3 | $908K | Buy |
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|
2021
Q2 | $734K | Sell |
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|
2021
Q1 | $681K | Buy |
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|
2020
Q4 | $452K | Sell |
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|
2020
Q3 | $587K | Buy |
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|
2020
Q2 | $621K | Buy |
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|
2020
Q1 | $540K | Buy |
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|
2019
Q4 | $894K | Buy |
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