Modera 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 | $1.73M | Sell |
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|
2025
Q2 | $1.75M | Buy |
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|
2025
Q1 | $1.52M | Buy |
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|
2024
Q4 | $1.44M | Buy |
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|
2024
Q3 | $1.02M | Buy |
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|
2024
Q2 | $1.06M | Sell |
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|
2024
Q1 | $1.4M | Buy |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $995K | Sell |
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|
2023
Q2 | $1.04M | Buy |
|
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|
2023
Q1 | $369K | Sell |
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|
2022
Q4 | $410K | Sell |
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|
2022
Q3 | $422K | Sell |
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|
2022
Q2 | $450K | Buy |
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|
2022
Q1 | $541K | Sell |
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|
2021
Q4 | $1.33M | Buy |
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|
2021
Q3 | $283K | Buy |
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|
2021
Q2 | $201K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1.02M | Buy |
|