Oxford Financial Group’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 | $538K | Sell |
|
|||||
|
2025
Q1 | $531K | Buy |
|
|||||
|
2024
Q4 | $454K | Sell |
|
|||||
|
2024
Q3 | $383K | Sell |
|
|||||
|
2024
Q2 | $416K | Buy |
|
|||||
|
2024
Q1 | $296K | Buy |
|
|||||
|
2023
Q4 | $234K | Sell |
|
|||||
|
2023
Q3 | $282K | Sell |
|
|||||
|
2023
Q2 | $595K | Buy |
|
|||||
|
2023
Q1 | $417K | Sell |
|
|||||
|
2022
Q4 | $485K | Buy |
|
|||||
|
2022
Q3 | $393K | Sell |
|
|||||
|
2022
Q2 | $418K | Sell |
|
|||||
|
2022
Q1 | $522K | Buy |
|
|||||
|
2021
Q4 | $516K | Buy |
|
|||||
|
2021
Q3 | $497K | Buy |
|
|||||
|
2021
Q2 | $484K | Buy |
|
|||||
|
2021
Q1 | $417K | Buy |
|
|||||
|
2020
Q4 | $322K | Buy |
|
|||||
|
2020
Q3 | $244K | Sell |
|
|||||
|
2020
Q2 | $299K | Sell |
|
|||||
|
2020
Q1 | $391K | Buy |
|