SOA Wealth 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 | $250K | Hold |
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|
2025
Q2 | $239K | Sell |
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|
2025
Q1 | $221K | Buy |
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|
2024
Q4 | $209K | Hold |
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|
2024
Q3 | $168K | Hold |
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|
2024
Q2 | $177K | Hold |
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|
2024
Q1 | $173K | Buy |
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|
2023
Q4 | $81.6K | Sell |
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|
2023
Q3 | $70.2K | Hold |
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|
2023
Q2 | $73.3K | Hold |
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|
2023
Q1 | $64.2K | Hold |
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|
2022
Q4 | $70.9K | Hold |
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|
2022
Q3 | $69K | Hold |
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|
2022
Q2 | $67K | Sell |
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|
2022
Q1 | $94K | Buy |
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|
2021
Q4 | $84K | Hold |
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|
2021
Q3 | $81K | Hold |
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|
2021
Q2 | $79K | Buy |
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|
2021
Q1 | $64K | Hold |
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|
2020
Q4 | $55K | Buy |
|