Soltis Investment 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 | $1.97M | Buy |
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|
2025
Q1 | $1.73M | Buy |
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|
2024
Q4 | $1.68M | Buy |
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|
2024
Q3 | $1.3M | Sell |
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|
2024
Q2 | $1.44M | Buy |
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|
2024
Q1 | $1.29M | Sell |
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|
2023
Q4 | $1.11M | Sell |
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|
2023
Q3 | $4.8M | Buy |
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|
2023
Q2 | $1.28M | Buy |
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|
2023
Q1 | $1.11M | Buy |
|
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|
2022
Q4 | $1.07M | Sell |
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|
2022
Q3 | $1.1M | Sell |
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|
2022
Q2 | $1.12M | Buy |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $825K | Buy |
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|
2021
Q3 | $797K | Sell |
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|
2021
Q2 | $798K | Sell |
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|
2021
Q1 | $700K | Sell |
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|
2020
Q4 | $854K | Sell |
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|
2020
Q3 | $694K | Buy |
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|
2020
Q2 | $706K | Sell |
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|
2020
Q1 | $1.13M | Buy |
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|
2019
Q4 | $1.87M | Buy |
|