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
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