Marotta Asset 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 | $2.85M | Hold |
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|
2025
Q2 | $2.82M | Sell |
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|
2025
Q1 | $1.99M | Hold |
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|
2024
Q4 | $2.47M | Hold |
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|
2024
Q3 | $1.99M | Hold |
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|
2024
Q2 | $2.14M | Buy |
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|
2024
Q1 | $2.04M | Hold |
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|
2023
Q4 | $1.73M | Hold |
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|
2023
Q3 | $1.44M | Hold |
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|
2023
Q2 | $1.5M | Buy |
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|
2022
Q4 | $1.45M | Sell |
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|
2022
Q3 | $1.43M | Hold |
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|
2022
Q2 | $1.42M | Sell |
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|
2022
Q1 | $1.74M | Hold |
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|
2021
Q4 | $1.72M | Buy |
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|
2021
Q3 | $1.63M | Hold |
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|
2021
Q2 | $1.59M | Sell |
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|
2021
Q1 | $1.42M | Sell |
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|
2020
Q4 | $1.09M | Sell |
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|
2020
Q3 | $856K | Hold |
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|
2020
Q2 | $933K | Sell |
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|
2020
Q1 | $978K | Sell |
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|
2019
Q4 | $1.74M | Buy |
|