Newton One Investments’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 | $25.9K | Buy |
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|
2025
Q2 | $24.7K | Buy |
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|
2025
Q1 | $22K | Buy |
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|
2024
Q4 | $21.4K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $17.9K | Buy |
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|
2024
Q1 | $17.3K | Buy |
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|
2023
Q4 | $14.6K | Sell |
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|
2023
Q3 | $14.5K | Buy |
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|
2023
Q2 | $15K | Buy |
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|
2023
Q1 | $13.1K | Hold |
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|
2022
Q4 | $14.5K | Hold |
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|
2022
Q3 | $14K | Hold |
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|
2022
Q2 | $14K | Hold |
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|
2022
Q1 | $17K | Hold |
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|
2021
Q4 | $17K | Sell |
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|
2021
Q3 | $32K | Hold |
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|
2021
Q2 | $32K | Buy |
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