Newbridge Financial Services Group’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 | $107K | Buy |
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|
2025
Q1 | $16.2K | Hold |
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|
2024
Q4 | $15.8K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $35.9K | Buy |
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|
2024
Q1 | $31.8K | Sell |
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|
2023
Q4 | $113K | Sell |
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|
2023
Q3 | $106K | Sell |
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|
2023
Q2 | $190K | Sell |
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|
2023
Q1 | $176K | Sell |
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|
2022
Q4 | $199K | Buy |
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|
2022
Q3 | $65K | Buy |
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|
2022
Q2 | $63K | Sell |
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|
2022
Q1 | $176K | Buy |
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|
2021
Q4 | $162K | Buy |
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|
2021
Q3 | $139K | Buy |
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|
2021
Q2 | $124K | Buy |
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|
2021
Q1 | $107K | Hold |
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|
2020
Q4 | $83K | Buy |
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|
2020
Q3 | $54K | Buy |
|