Semmax Financial 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 | $6.4M | Sell |
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|
2025
Q1 | $6.1M | Buy |
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|
2024
Q4 | $6.46M | Sell |
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|
2024
Q3 | $6.8M | Buy |
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|
2024
Q2 | $4.4M | Buy |
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|
2024
Q1 | $4.82M | Sell |
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|
2023
Q4 | $4.49M | Sell |
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|
2023
Q3 | $4.1M | Buy |
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|
2022
Q4 | $4.92M | Buy |
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|
2022
Q3 | $5.07M | Sell |
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|
2022
Q2 | $4.85M | Buy |
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|
2022
Q1 | $4.75M | Buy |
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|
2021
Q4 | $4.44M | Sell |
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|
2021
Q3 | $4.79M | Sell |
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|
2021
Q2 | $4.98M | Buy |
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|
2021
Q1 | $4.09M | Sell |
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|
2020
Q4 | $3.28M | Buy |
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|
2020
Q3 | $2.54M | Buy |
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|
2020
Q2 | $2.66M | Buy |
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|
2020
Q1 | $2.83M | Buy |
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|
2019
Q4 | $4.34M | Buy |
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|
2019
Q3 | $3.83M | Buy |
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|
2019
Q2 | $3.07M | Buy |
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|
2019
Q1 | $1.26M | Buy |
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|
2018
Q4 | $537K | Buy |
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