Powers Advisory 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
Q3 | $293K | Buy |
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|
2025
Q2 | $275K | Sell |
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|
2025
Q1 | $248K | Buy |
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|
2024
Q4 | $242K | Buy |
|
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $233K | Sell |
|
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|
2024
Q1 | $260K | Sell |
|
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|
2023
Q4 | $272K | Buy |
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|
2023
Q3 | $225K | Buy |
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|
2023
Q2 | $233K | Sell |
|
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|
2023
Q1 | $208K | Buy |
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|
2022
Q4 | $229K | Buy |
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|
2022
Q3 | $222K | Sell |
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|
2022
Q2 | $225K | Sell |
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|
2022
Q1 | $283K | Sell |
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|
2021
Q4 | $304K | Buy |
|