Silvia McColl 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 | $505K | Sell |
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|
2025
Q2 | $485K | Buy |
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|
2025
Q1 | $434K | Buy |
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|
2024
Q4 | $425K | Buy |
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|
2024
Q3 | $341K | Buy |
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|
2024
Q2 | $359K | Buy |
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|
2024
Q1 | $344K | Buy |
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|
2023
Q4 | $297K | Sell |
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|
2023
Q3 | $276K | Sell |
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|
2023
Q2 | $308K | Buy |
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|
2023
Q1 | $270K | Buy |
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|
2022
Q4 | $284K | Buy |
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