Powell Investment 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 | $226K | Hold |
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|
2025
Q1 | $202K | Hold |
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|
2024
Q4 | $198K | Hold |
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|
2024
Q3 | $159K | Hold |
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|
2024
Q2 | $167K | Sell |
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|
2024
Q1 | $184K | Hold |
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|
2023
Q4 | $156K | Hold |
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|
2023
Q3 | $129K | Hold |
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|
2023
Q2 | $135K | Hold |
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|
2023
Q1 | $118K | Hold |
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|
2022
Q4 | $131K | Hold |
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|
2022
Q3 | $127K | Hold |
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|
2022
Q2 | $124K | Hold |
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|
2022
Q1 | $154K | Buy |
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|
2021
Q4 | $90K | Hold |
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|
2021
Q3 | $87K | Hold |
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|
2021
Q2 | $85K | Hold |
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|
2021
Q1 | $73K | Hold |
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|
2020
Q4 | $57K | Hold |
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|
2020
Q3 | $44K | Sell |
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|
2020
Q2 | $195K | Buy |
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|
2020
Q1 | $217K | Buy |
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|
2019
Q4 | $406K | Buy |
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