Prentice Wealth Management’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
$740K Sell
2025
Q2
$724K Sell
2025
Q1
$688K Buy
2024
Q4
$662K Buy
2024
Q3
$509K Sell
2024
Q2
$560K Buy
2024
Q1
$536K Buy
2023
Q4
$424K Buy
2023
Q3
$345K Buy
2023
Q2
$357K Buy
2023
Q1
$262K Buy
2022
Q4
$252K Buy
2022
Q3
$219K Buy
2021
Q4
Sell
2021
Q3
$142K Hold
2021
Q2
$138K Hold
2021
Q1
$119K Buy