Money Concepts Capital’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$799K Buy
2025
Q3
$679K Buy
2025
Q2
$582K Sell
2025
Q1
$529K Buy
2023
Q1
Sell
2022
Q4
$427K Buy
2022
Q3
$24K Buy
2022
Q2
$18K Sell
2022
Q1
$298K Buy