SJS Investment Consulting’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 | $110K | Sell |
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|
2025
Q1 | $102K | Buy |
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|
2024
Q4 | $100K | Sell |
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|
2024
Q3 | $84.7K | Sell |
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|
2024
Q2 | $90.8K | Sell |
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|
2024
Q1 | $91.9K | Buy |
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|
2023
Q4 | $75K | Buy |
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|
2023
Q3 | $52.3K | Sell |
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|
2023
Q2 | $64.7K | Sell |
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|
2023
Q1 | $58.6K | Sell |
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|
2022
Q4 | $64.9K | Buy |
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|
2022
Q3 | $59K | Buy |
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|
2022
Q1 | $66K | Buy |
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|
2021
Q4 | $60K | Buy |
|