MorganRosel 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 | – | Sell |
|
|||||
|
2025
Q2 | $148K | Buy |
|
|||||
|
2025
Q1 | $71.8K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $554K | Buy |
|
|||||
|
2021
Q4 | $544K | Hold |
|
|||||
|
2021
Q3 | $527K | Sell |
|
|||||
|
2021
Q2 | $559K | Hold |
|
|||||
|
2021
Q1 | $482K | Buy |
|
|||||
|
2020
Q4 | $207K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $476K | Hold |
|
|||||
|
2019
Q3 | $446K | Sell |
|
|||||
|
2019
Q2 | $467K | Sell |
|
|||||
|
2019
Q1 | $487K | Hold |
|
|||||
|
2018
Q4 | $464K | Buy |
|