Paladin Advisory 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 | $193K | Hold |
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|
2025
Q1 | $173K | Sell |
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|
2024
Q4 | $169K | Sell |
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|
2024
Q3 | $166K | Buy |
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|
2024
Q2 | $58K | Hold |
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|
2024
Q1 | $55.2K | Hold |
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|
2023
Q4 | $47.2K | Hold |
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|
2023
Q3 | $39.1K | Sell |
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|
2023
Q2 | $49.8K | Buy |
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|
2023
Q1 | $33.1K | Buy |
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|
2022
Q4 | – | Hold |
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|
2022
Q3 | – | Hold |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $76K | Buy |
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|
2021
Q4 | – | Hold |
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