Merit Financial Group’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 | $13.2M | Buy |
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|
2025
Q2 | $12.1M | Buy |
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|
2025
Q1 | $7.57M | Buy |
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|
2024
Q4 | $6.74M | Buy |
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|
2024
Q3 | $4.95M | Buy |
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|
2024
Q2 | $4.96M | Buy |
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|
2024
Q1 | $4.83M | Buy |
|
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|
2023
Q4 | $2.21M | Sell |
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|
2023
Q3 | $2.99M | Buy |
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|
2023
Q2 | $2.93M | Buy |
|
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|
2023
Q1 | $2.45M | Sell |
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|
2022
Q4 | $2.98M | Buy |
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|
2022
Q3 | $1.65M | Sell |
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|
2022
Q2 | $2.67M | Buy |
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|
2022
Q1 | $248K | Buy |
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