McGlone Suttner 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 | $1.04M | Buy |
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|
2025
Q1 | $901K | Buy |
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|
2024
Q4 | $586K | Buy |
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|
2024
Q3 | $287K | Sell |
|
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|
2024
Q2 | $290K | Buy |
|
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|
2024
Q1 | $306K | Sell |
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|
2023
Q4 | $290K | Buy |
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|
2023
Q3 | $240K | Buy |
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|
2023
Q2 | $251K | Buy |
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|
2023
Q1 | $219K | Sell |
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|
2022
Q4 | $248K | Buy |
|