PSI 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 | – | Sell |
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|
2025
Q1 | $144K | Sell |
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|
2024
Q4 | $152K | Buy |
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|
2024
Q3 | $122K | Sell |
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|
2024
Q2 | $130K | Sell |
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|
2024
Q1 | $137K | Sell |
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|
2023
Q4 | $148K | Sell |
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|
2023
Q3 | $178K | Sell |
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|
2023
Q2 | $204K | Sell |
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|
2023
Q1 | $181K | Hold |
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|
2022
Q4 | $200K | Sell |
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|
2022
Q3 | $276K | Sell |
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|
2022
Q2 | $325K | Sell |
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|
2022
Q1 | $413K | Sell |
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|
2021
Q4 | $418K | Sell |
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|
2021
Q3 | $442K | Sell |
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|
2021
Q2 | $447K | Sell |
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|
2021
Q1 | $592K | Sell |
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|
2020
Q4 | $786K | Sell |
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|
2020
Q3 | $721K | Buy |
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|
2020
Q2 | $770K | Buy |
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|
2020
Q1 | $663K | Buy |
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|
2019
Q4 | $739K | Buy |
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