Nicolet 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 | $2.65M | Buy |
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|
2025
Q1 | $2.14M | Buy |
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|
2024
Q4 | $2.32M | Buy |
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|
2024
Q3 | $1.79M | Buy |
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|
2024
Q2 | $1.85M | Buy |
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|
2024
Q1 | $1.66M | Buy |
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|
2023
Q4 | $1.35M | Sell |
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|
2023
Q3 | $3.88M | Buy |
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|
2023
Q2 | $549K | Buy |
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|
2023
Q1 | $449K | Buy |
|
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|
2022
Q4 | $496K | Buy |
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|
2022
Q3 | $446K | Buy |
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|
2022
Q2 | $415K | Sell |
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|
2022
Q1 | $506K | Sell |
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|
2021
Q4 | $506K | Buy |
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|
2021
Q3 | $490K | Sell |
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|
2021
Q2 | $489K | Hold |
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|
2021
Q1 | $422K | Sell |
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|
2020
Q4 | $326K | Sell |
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|
2020
Q3 | $320K | Sell |
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|
2020
Q2 | $827K | Sell |
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|
2020
Q1 | $1.1M | Buy |
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|
2019
Q4 | $1.03M | Buy |
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|
2019
Q3 | $959K | Sell |
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|
2019
Q2 | $915K | Sell |
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|
2019
Q1 | $943K | Buy |
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