Omnia Family Wealth’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 | $348K | Buy |
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|
2025
Q1 | $286K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $399K | Buy |
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|
2019
Q3 | $363K | Buy |
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|
2019
Q2 | $327K | Sell |
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|
2019
Q1 | $341K | Hold |
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|
2018
Q4 | $325K | Sell |
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|
2018
Q3 | $396K | Buy |
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|
2018
Q2 | $385K | Sell |
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|
2018
Q1 | $399K | Buy |
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|
2017
Q4 | $408K | Buy |
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|
2017
Q3 | $336K | Sell |
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|
2017
Q2 | $342K | Sell |
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|
2017
Q1 | $361K | Sell |
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|
2016
Q4 | $395K | Buy |
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