Resonant Capital 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 | $1.05M | Buy |
|
|||||
|
2025
Q2 | $968K | Buy |
|
|||||
|
2025
Q1 | $684K | Sell |
|
|||||
|
2024
Q4 | $670K | Buy |
|
|||||
|
2024
Q3 | $479K | Buy |
|
|||||
|
2024
Q2 | $479K | Buy |
|
|||||
|
2024
Q1 | $370K | Buy |
|
|||||
|
2023
Q4 | $203K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $201K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $202K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $298K | Buy |
|