McAdam LLC’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 | $775K | Buy |
|
|||||
|
2025
Q2 | $658K | Sell |
|
|||||
|
2025
Q1 | $608K | Buy |
|
|||||
|
2024
Q4 | $437K | Buy |
|
|||||
|
2024
Q3 | $318K | Buy |
|
|||||
|
2024
Q2 | $333K | Buy |
|
|||||
|
2024
Q1 | $315K | Buy |
|
|||||
|
2023
Q4 | $245K | Sell |
|
|||||
|
2023
Q3 | $208K | Buy |
|
|||||
|
2023
Q2 | $210K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $205K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $217K | Buy |
|
|||||
|
2021
Q4 | $205K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $32K | Sell |
|
|||||
|
2018
Q2 | $42K | Sell |
|
|||||
|
2018
Q1 | $49K | Buy |
|