Peak Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $464K | Sell |
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|
2025
Q4 | $757K | Buy |
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|
2025
Q3 | $489K | Buy |
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|
2024
Q4 | $389K | Buy |
|
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|
2024
Q2 | $646K | Sell |
|
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|
2024
Q1 | $687K | Hold |
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|
2023
Q4 | $583K | Sell |
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|
2023
Q3 | $525K | Buy |
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|
2023
Q2 | $335K | Hold |
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|
2023
Q1 | $294K | Sell |
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|
2022
Q4 | $407K | Hold |
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|
2022
Q3 | $396K | Hold |
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|
2022
Q2 | $386K | Buy |
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|
2021
Q4 | $502K | Buy |
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|
2021
Q3 | $486K | Buy |
|