Stephens 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
Q3
Sell
2025
Q2
$7.45K Buy
2025
Q1
Sell
2024
Q4
$18K Sell
2024
Q3
$20.1K Hold
2024
Q2
$21.1K Hold
2024
Q1
$20.6K Hold
2023
Q4
$17.5K Hold
2023
Q3
$14.5K Hold
2023
Q2
$15.2K Hold
2023
Q1
$13.3K Hold
2022
Q4
$14.7K Hold
2022
Q3
$14.3K Hold
2022
Q2
$13.9K Hold
2022
Q1
$17.2K Hold
2021
Q4
$17K Buy