Professional Financial Advisors’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 | $364K | Buy |
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|
2025
Q2 | $346K | Buy |
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|
2025
Q1 | $309K | Buy |
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|
2024
Q4 | $301K | Buy |
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|
2024
Q3 | $241K | Buy |
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|
2024
Q2 | $251K | Buy |
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|
2024
Q1 | $244K | Buy |
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|
2023
Q4 | $206K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $163K | Buy |
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|
2022
Q2 | $157K | Buy |
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|
2022
Q1 | $194K | Buy |
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|
2021
Q4 | $191K | Buy |
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|
2021
Q3 | $184K | Buy |
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|
2021
Q2 | $177K | Buy |
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|
2021
Q1 | $154K | Buy |
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|
2020
Q4 | $119K | Hold |
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|
2020
Q3 | $84K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $234K | Buy |
|