Quadrant Private Wealth Management’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 | $770K | Buy |
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|
2025
Q1 | $681K | Sell |
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|
2024
Q4 | $694K | Buy |
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|
2024
Q3 | $532K | Sell |
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|
2024
Q2 | $594K | Sell |
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|
2024
Q1 | $621K | Sell |
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|
2023
Q4 | $695K | Buy |
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|
2023
Q3 | $571K | Hold |
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|
2023
Q2 | $596K | Sell |
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|
2023
Q1 | $523K | Hold |
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|
2022
Q4 | $578K | Buy |
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|
2022
Q2 | $548K | Sell |
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|
2022
Q1 | $694K | Buy |
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|
2021
Q4 | $630K | Buy |
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|
2021
Q3 | $605K | Sell |
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|
2021
Q2 | $762K | Hold |
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|
2021
Q1 | $658K | Sell |
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|
2020
Q4 | $542K | Sell |
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|
2020
Q3 | $428K | Sell |
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|
2020
Q2 | $469K | Buy |
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|
2020
Q1 | $378K | Buy |
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|
2019
Q4 | $253K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $229K | Sell |
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|
2019
Q1 | $255K | Sell |
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|
2018
Q4 | $297K | Buy |
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|
2018
Q3 | $316K | Buy |
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|
2018
Q2 | $328K | Sell |
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|
2018
Q1 | $311K | Buy |
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|
2017
Q4 | $350K | Buy |
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