Meridian 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
Q3 | $1.76M | Sell |
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|
2025
Q2 | $1.92M | Buy |
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|
2025
Q1 | $1.36M | Buy |
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|
2024
Q4 | $640K | Buy |
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|
2024
Q3 | $504K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $727K | Sell |
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|
2023
Q3 | $642K | Sell |
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|
2023
Q2 | $694K | Sell |
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|
2023
Q1 | $633K | Buy |
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|
2022
Q4 | $657K | Buy |
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|
2022
Q3 | $480K | Sell |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $510K | Sell |
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|
2021
Q4 | $536K | Sell |
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|
2021
Q3 | $630K | Sell |
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|
2021
Q2 | $617K | Buy |
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|
2021
Q1 | $504K | Buy |
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|
2020
Q4 | $287K | Sell |
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|
2020
Q3 | $234K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $496 | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $781K | Sell |
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|
2017
Q1 | $1.35M | Buy |
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|
2016
Q4 | $843K | Buy |
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