OneAscent Wealth Management’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 | $613K | Buy |
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|
2025
Q1 | $533K | Sell |
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|
2024
Q4 | $606K | Buy |
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|
2024
Q3 | $478K | Buy |
|
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $564K | Sell |
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|
2023
Q4 | $495K | Buy |
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|
2023
Q3 | $355K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $214K | Hold |
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|
2022
Q3 | $209K | Buy |
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|
2022
Q2 | $200K | Sell |
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|
2022
Q1 | $708K | Buy |
|