Private Wealth 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 | $369K | Sell |
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|
2025
Q2 | $360K | Buy |
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|
2025
Q1 | $299K | Buy |
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|
2024
Q4 | $289K | Hold |
|
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|
2024
Q3 | $232K | Sell |
|
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|
2024
Q2 | $1.19M | Hold |
|
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|
2024
Q1 | $1.17M | Hold |
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|
2023
Q4 | $990K | Hold |
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|
2023
Q3 | $822K | Hold |
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|
2023
Q2 | $858K | Hold |
|
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|
2023
Q1 | $752K | Hold |
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|
2022
Q4 | $830K | Hold |
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|
2022
Q3 | $809K | Sell |
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|
2022
Q2 | $831K | Sell |
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|
2022
Q1 | $1.24M | Buy |
|