Meridian Wealth Partners’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 | $706K | Buy |
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|
2025
Q1 | $630K | Sell |
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|
2024
Q4 | $632K | Sell |
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|
2024
Q3 | $2.39M | Sell |
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|
2024
Q2 | $2.52M | Buy |
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|
2024
Q1 | $2.44M | Buy |
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|
2023
Q4 | $2.06M | Buy |
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|
2023
Q3 | $1.69M | Buy |
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|
2023
Q2 | $1.76M | Sell |
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|
2023
Q1 | $1.55M | Sell |
|
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|
2022
Q4 | $1.71M | Buy |
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|
2022
Q3 | $1.66M | Sell |
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|
2022
Q2 | $1.62M | Buy |
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|
2022
Q1 | $1.96M | Sell |
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|
2021
Q4 | $1.97M | Sell |
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|
2021
Q3 | $1.91M | Buy |
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|
2021
Q2 | $1.84M | Sell |
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|
2021
Q1 | $1.62M | Buy |
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|
2020
Q4 | $1.23M | Buy |
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|
2020
Q3 | $956K | Sell |
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|
2020
Q2 | $1.05M | Buy |
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|
2020
Q1 | $1.16M | Buy |
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|
2019
Q4 | $2.16M | Buy |
|