PDS Planning’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
Q3 | $1.1M | Buy |
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|
2025
Q2 | $1.02M | Buy |
|
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|
2025
Q1 | $852K | Buy |
|
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|
2024
Q4 | $711K | Buy |
|
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|
2024
Q3 | $562K | Buy |
|
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|
2024
Q2 | $557K | Buy |
|
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|
2024
Q1 | $486K | Buy |
|
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|
2023
Q4 | $385K | Sell |
|
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|
2023
Q3 | $366K | Buy |
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|
2023
Q2 | $371K | Buy |
|
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|
2023
Q1 | $304K | Buy |
|
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|
2022
Q4 | $222K | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $207K | Buy |
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|
2021
Q4 | $201K | Buy |
|