Plante Moran Financial 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
Q2 | $391K | Buy |
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|
2025
Q1 | $349K | Sell |
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|
2024
Q4 | $354K | Buy |
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|
2024
Q3 | $274K | Sell |
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|
2024
Q2 | $399K | Hold |
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|
2024
Q1 | $390K | Sell |
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|
2023
Q4 | $334K | Sell |
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|
2023
Q3 | $293K | Sell |
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|
2023
Q2 | $307K | Buy |
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|
2023
Q1 | $268K | Sell |
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|
2022
Q4 | $347K | Sell |
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|
2022
Q3 | $347K | Buy |
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|
2022
Q2 | $338K | Sell |
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|
2022
Q1 | $528K | Buy |
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|
2021
Q4 | $493K | Buy |
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|
2021
Q3 | $459K | Buy |
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|
2021
Q2 | $417K | Buy |
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|
2021
Q1 | $291K | Buy |
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|
2020
Q4 | $153K | Buy |
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|
2020
Q3 | $114K | Buy |
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|
2020
Q2 | $124K | Sell |
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|
2020
Q1 | $197K | Buy |
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|
2019
Q4 | $254K | Sell |
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|
2019
Q3 | $277K | Sell |
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|
2019
Q2 | $303K | Buy |
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|
2019
Q1 | $295K | Sell |
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|
2018
Q4 | $290K | Buy |
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|
2018
Q3 | $288K | Sell |
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|
2018
Q2 | $324K | Sell |
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|
2018
Q1 | $384K | Sell |
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|
2017
Q4 | $549K | Sell |
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|
2017
Q3 | $677K | Sell |
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|
2017
Q2 | $726K | Sell |
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|
2017
Q1 | $760K | Buy |
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|
2016
Q4 | $685K | Sell |
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|
2016
Q3 | $599K | Buy |
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|
2016
Q2 | $467K | Buy |
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|
2016
Q1 | $460K | Sell |
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|
2015
Q4 | $569K | Buy |
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|
2015
Q3 | $532K | Buy |
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|
2015
Q2 | $501K | Hold |
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|
2015
Q1 | $485K | Sell |
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|
2014
Q4 | $530K | Hold |
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|
2014
Q3 | $501K | Buy |
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|
2014
Q2 | $469K | Buy |
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|
2014
Q1 | $325K | Sell |
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|
2013
Q4 | $361K | Buy |
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|
2013
Q3 | $275K | Buy |
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|
2013
Q2 | $223K | Buy |
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