McDaniel Terry & Co’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$852K Buy
2023
Q4
$709K Sell
2023
Q3
$605K Hold
2023
Q2
$632K Hold
2023
Q1
$554K Buy
2022
Q4
Sell
2022
Q3
$217K Sell
2022
Q2
$223K Hold
2022
Q1
$276K Buy