Phoenix Financial’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 | $105M | Buy |
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|
2025
Q1 | $17.5M | Sell |
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|
2024
Q4 | $20.9M | Sell |
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|
2024
Q3 | $18.4M | Buy |
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|
2024
Q2 | $12.7M | Sell |
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|
2024
Q1 | $12.9M | Buy |
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|
2023
Q4 | $7.15M | Buy |
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|
2023
Q3 | $1.84M | Sell |
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|
2023
Q2 | $5.44M | Sell |
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|
2023
Q1 | $124M | Sell |
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|
2022
Q4 | $162M | Buy |
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|
2022
Q3 | $129M | Buy |
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|
2022
Q2 | $78.1M | Buy |
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|
2022
Q1 | $86.3M | Buy |
|
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|
2021
Q4 | $75.7M | Buy |
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|
2021
Q3 | $72.7M | Buy |
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|
2021
Q2 | $66.2M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.99M | Buy |
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|
2020
Q2 | $1.86M | Buy |
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|
2020
Q1 | $1.45M | Sell |
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|
2019
Q4 | $17.3M | Hold |
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|
2019
Q3 | $15.5M | Buy |
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