Physician Wealth 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 | $471K | Sell |
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|
2025
Q2 | $585K | Buy |
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|
2025
Q1 | $510K | Sell |
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|
2024
Q4 | $503K | Buy |
|
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|
2024
Q3 | $451K | Buy |
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|
2024
Q2 | $431K | Buy |
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|
2024
Q1 | $404K | Buy |
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|
2023
Q4 | $327K | Sell |
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|
2023
Q3 | $269K | Sell |
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|
2023
Q2 | $298K | Hold |
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|
2023
Q1 | $290K | Hold |
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|
2022
Q4 | $305K | Buy |
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|
2022
Q3 | $294K | Sell |
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|
2022
Q2 | $300K | Buy |
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|
2022
Q1 | $246K | Buy |
|