PFG Investments’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 | $1.67M | Buy |
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|
2025
Q2 | $1.58M | Buy |
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|
2025
Q1 | $1.3M | Buy |
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|
2024
Q4 | $1.27M | Buy |
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|
2024
Q3 | $991K | Buy |
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|
2024
Q2 | $825K | Buy |
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|
2024
Q1 | $735K | Buy |
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|
2023
Q4 | $370K | Sell |
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|
2023
Q3 | $408K | Buy |
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|
2023
Q2 | $423K | Buy |
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|
2023
Q1 | $270K | Buy |
|