Orion Portfolio Solutions’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
Q1 | $10.9M | Sell |
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|
2024
Q4 | $10.9M | Buy |
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|
2024
Q3 | $8.05M | Buy |
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|
2024
Q2 | $8.26M | Buy |
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|
2024
Q1 | $7.77M | Buy |
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|
2023
Q4 | $6.43M | Buy |
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|
2023
Q3 | $4.8M | Buy |
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|
2023
Q2 | $3.76M | Buy |
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|
2023
Q1 | $2.99M | Buy |
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|
2022
Q4 | $1.76M | Buy |
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|
2022
Q3 | $1.55M | Buy |
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|
2022
Q2 | $1.5M | Sell |
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|
2022
Q1 | $1.94M | Sell |
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|
2021
Q4 | $1.96M | Buy |
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|
2021
Q3 | $1.89M | Sell |
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|
2021
Q2 | $1.9M | Buy |
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|
2021
Q1 | $1.43M | Sell |
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|
2020
Q4 | $1.14M | Sell |
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|
2020
Q3 | $1.19M | Sell |
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|
2020
Q2 | $1.33M | Buy |
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|
2020
Q1 | $1.43M | Sell |
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|
2019
Q4 | $3.05M | Buy |
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