Shelton 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
Q3 | $2.49M | Buy |
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|
2025
Q2 | $2.38M | Buy |
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|
2025
Q1 | $2.13M | Buy |
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|
2024
Q4 | $2.08M | Buy |
|
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|
2024
Q3 | $1.67M | Buy |
|
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|
2024
Q2 | $1.76M | Buy |
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|
2024
Q1 | $1.71M | Buy |
|
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|
2023
Q4 | $1.45M | Buy |
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|
2023
Q3 | $1.21M | Buy |
|
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|
2023
Q2 | $1.26M | Sell |
|
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|
2023
Q1 | $1.13M | Buy |
|
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|
2022
Q4 | $1.25M | Buy |
|
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|
2022
Q3 | $1.21M | Buy |
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|
2022
Q2 | $1.18M | Buy |
|
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|
2022
Q1 | $1.45M | Buy |
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|
2021
Q4 | $1.36M | Buy |
|