PFW Advisors’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
$928K Hold
2025
Q2
$887K Buy
2025
Q1
$792K Hold
2024
Q4
$775K Buy
2024
Q2
$662K Sell
2024
Q1
$666K Sell
2023
Q4
$579K Buy
2023
Q3
$451K Hold
2023
Q2
$482K Buy
2019
Q3
$623K Buy