Prestige Wealth Management 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
Q2 | $129K | Hold |
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|
2025
Q1 | $115K | Hold |
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|
2024
Q4 | $113K | Hold |
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|
2024
Q3 | $90.6K | Sell |
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|
2024
Q2 | $633K | Buy |
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|
2024
Q1 | $93K | Sell |
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|
2023
Q4 | $622K | Buy |
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|
2023
Q3 | $465K | Buy |
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|
2023
Q2 | $75.2K | Sell |
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|
2023
Q1 | $94.4K | Sell |
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|
2022
Q4 | $110K | Buy |
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|
2022
Q3 | $102K | Buy |
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|
2022
Q2 | $98K | Sell |
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|
2022
Q1 | $156K | Buy |
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|
2021
Q4 | $154K | Buy |
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|
2021
Q3 | $136K | Sell |
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|
2021
Q2 | $291K | Buy |
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|
2021
Q1 | $162K | Buy |
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|
2020
Q4 | $82K | Buy |
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|
2020
Q3 | $60K | Sell |
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|
2020
Q2 | $114K | Buy |
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|
2020
Q1 | $83K | Buy |
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|
2019
Q4 | $131K | Hold |
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|
2019
Q3 | $123K | Buy |
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|
2019
Q2 | $66K | Hold |
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|
2019
Q1 | $67K | Sell |
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|
2018
Q4 | $119K | Buy |
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