Pinnacle Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $200K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $211K | Hold |
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|
2024
Q1 | $206K | Buy |
|
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $301K | Sell |
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|
2022
Q3 | $438K | Sell |
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|
2022
Q2 | $466K | Hold |
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|
2022
Q1 | $577K | Hold |
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|
2021
Q4 | $571K | Sell |
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|
2021
Q3 | $599K | Sell |
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|
2021
Q2 | $611K | Buy |
|