N.E.W. Advisory Services’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
Q2 | $2.26M | Sell |
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|
2025
Q1 | $2.14M | Buy |
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|
2024
Q4 | $2M | Sell |
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|
2024
Q3 | $1.62M | Buy |
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|
2024
Q2 | $1.69M | Buy |
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|
2024
Q1 | $1.63M | Buy |
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|
2023
Q4 | $1.38M | Buy |
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|
2023
Q3 | $1.14M | Buy |
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|
2023
Q2 | $1.18M | Buy |
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|
2023
Q1 | $981K | Buy |
|
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|
2022
Q4 | $1.05M | Buy |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $943K | Sell |
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|
2022
Q1 | $969K | Buy |
|
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|
2021
Q4 | $1.07M | Sell |
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|
2021
Q3 | $1.05M | Buy |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $881K | Sell |
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|
2020
Q4 | $770K | Sell |
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|
2020
Q3 | $630K | Buy |
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|
2020
Q2 | $661K | Buy |
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|
2019
Q4 | $315K | Buy |
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