MONECO Advisors’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 | $602K | Buy |
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|
2025
Q2 | $569K | Buy |
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|
2025
Q1 | $509K | Buy |
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|
2024
Q4 | $493K | Buy |
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|
2024
Q3 | $389K | Sell |
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|
2024
Q2 | $412K | Sell |
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|
2024
Q1 | $2.58M | Buy |
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|
2023
Q4 | $337K | Sell |
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|
2023
Q3 | $303K | Buy |
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|
2023
Q2 | $298K | Sell |
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|
2023
Q1 | $337K | Buy |
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|
2022
Q4 | $296K | Buy |
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|
2022
Q3 | $288K | Buy |
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|
2022
Q2 | $246K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $216K | Buy |
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