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