Prudent Man 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
Q2 | $1.31M | Sell |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | $1.28M | Sell |
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|
2024
Q3 | $1.16M | Sell |
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|
2024
Q2 | $1.25M | Buy |
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|
2024
Q1 | $1.17M | Sell |
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|
2023
Q4 | $1.08M | Sell |
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|
2023
Q3 | $949K | Buy |
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|
2023
Q2 | $711K | Sell |
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|
2023
Q1 | $625K | Sell |
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|
2022
Q4 | $704K | Buy |
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|
2022
Q3 | $675K | Buy |
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|
2022
Q2 | $623K | Sell |
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|
2022
Q1 | $771K | Sell |
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|
2021
Q4 | $776K | Sell |
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|
2021
Q3 | $902K | Sell |
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|
2021
Q2 | $887K | Buy |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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