Sound View Wealth Advisors Group’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 | $2.37M | Buy |
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|
2025
Q1 | $529K | Buy |
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|
2024
Q4 | $509K | Sell |
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|
2024
Q3 | $440K | Buy |
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|
2024
Q2 | $421K | Sell |
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|
2024
Q1 | $423K | Sell |
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|
2023
Q4 | $396K | Sell |
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|
2023
Q3 | $350K | Buy |
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|
2023
Q2 | $356K | Sell |
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|
2023
Q1 | $630K | Buy |
|
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|
2022
Q4 | $396K | Sell |
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|
2022
Q3 | $651K | Buy |
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|
2022
Q2 | $634K | Buy |
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|
2022
Q1 | $783K | Sell |
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|
2021
Q4 | $777K | Buy |
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|
2021
Q3 | $345K | Sell |
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|
2021
Q2 | $356K | Sell |
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|
2021
Q1 | $347K | Buy |
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|
2020
Q4 | $262K | Sell |
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|
2020
Q3 | $234K | Sell |
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|
2020
Q2 | $278K | Buy |
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|
2020
Q1 | $291K | Sell |
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|
2019
Q4 | $656K | Sell |
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|
2019
Q3 | $635K | Sell |
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|
2019
Q2 | $659K | Buy |
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