Spire 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 | $1.33M | Buy |
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|
2025
Q2 | $1.06M | Sell |
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|
2025
Q1 | $1.27M | Buy |
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|
2024
Q4 | $1.12M | Sell |
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|
2024
Q3 | $942K | Sell |
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|
2024
Q2 | $1M | Sell |
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|
2024
Q1 | $1.24M | Buy |
|
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|
2023
Q4 | $968K | Buy |
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|
2023
Q3 | $818K | Sell |
|
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|
2023
Q2 | $1.11M | Sell |
|
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $632K | Sell |
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|
2022
Q3 | $842K | Sell |
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|
2022
Q2 | $1.14M | Sell |
|
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|
2022
Q1 | $1.99M | Sell |
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|
2021
Q4 | $2.33M | Buy |
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|
2021
Q3 | $1.63M | Buy |
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|
2021
Q2 | $1.47M | Sell |
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|
2021
Q1 | $1.6M | Buy |
|