Oldfather Financial 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
Q3 | $5.18M | Buy |
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|
2025
Q2 | $4.95M | Buy |
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|
2025
Q1 | $4.43M | Buy |
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|
2024
Q4 | $4.19M | Sell |
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|
2024
Q3 | $3.65M | Buy |
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|
2024
Q2 | $3.83M | Buy |
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|
2024
Q1 | $3.74M | Sell |
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|
2023
Q4 | $3.19M | Buy |
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|
2023
Q3 | $2.65M | Buy |
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|
2023
Q2 | $2.34M | Buy |
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|
2023
Q1 | $2.05M | Buy |
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|
2022
Q4 | $1.44M | Sell |
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|
2022
Q3 | $1.4M | Buy |
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|
2022
Q2 | $1.52M | Hold |
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|
2022
Q1 | $1.58M | Hold |
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|
2021
Q4 | $2.03M | Buy |
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|
2021
Q3 | $1.77M | Hold |
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|
2021
Q2 | $1.73M | Hold |
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|
2021
Q1 | $1.39M | Hold |
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|
2020
Q4 | $1.13M | Hold |
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|
2020
Q3 | $809K | Sell |
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|
2020
Q2 | $878K | Sell |
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|
2020
Q1 | $870K | Sell |
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|
2019
Q4 | $1.84M | Buy |
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