Pursue Wealth Partners’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 | $443K | Hold |
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|
2025
Q1 | $397K | Hold |
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|
2024
Q4 | $388K | Hold |
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|
2024
Q3 | $312K | Hold |
|
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|
2024
Q2 | $328K | Sell |
|
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|
2024
Q1 | $435K | Hold |
|
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|
2023
Q4 | $369K | Hold |
|
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|
2023
Q3 | $306K | Hold |
|
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|
2023
Q2 | $320K | Sell |
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|
2023
Q1 | $437K | Buy |
|
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|
2022
Q4 | $475K | Hold |
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|
2022
Q3 | $463K | Sell |
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|
2022
Q2 | $744K | Hold |
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|
2022
Q1 | $907K | Sell |
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|
2021
Q4 | $6.22M | Buy |
|