Steward Partners Investment Advisory’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 | $12.9M | Buy |
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|
2025
Q1 | $11.2M | Buy |
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|
2024
Q4 | $9.91M | Buy |
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|
2024
Q3 | $7.1M | Buy |
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|
2024
Q2 | $7.07M | Sell |
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|
2024
Q1 | $7.03M | Buy |
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|
2023
Q4 | $2.63M | Buy |
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|
2023
Q3 | $2.17M | Buy |
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|
2023
Q2 | $2.11M | Buy |
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|
2023
Q1 | $1.69M | Sell |
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|
2022
Q4 | $2.09M | Sell |
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|
2022
Q3 | $2.05M | Buy |
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|
2022
Q2 | $1.94M | Sell |
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|
2022
Q1 | $2.47M | Buy |
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|
2021
Q4 | $2.41M | Buy |
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|
2021
Q3 | $2.1M | Sell |
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|
2021
Q2 | $2.11M | Sell |
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|
2021
Q1 | $2.25M | Buy |
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|
2020
Q4 | $1.35M | Sell |
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|
2020
Q3 | $1.1M | Buy |
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|
2020
Q2 | $1.08M | Sell |
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|
2020
Q1 | $1.63M | Sell |
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|
2019
Q4 | $3.62M | Sell |
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|
2019
Q3 | $3.71M | Buy |
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|
2019
Q2 | $3.44M | Sell |
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|
2019
Q1 | $3.79M | Sell |
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|
2018
Q4 | $3.76M | Sell |
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|
2018
Q3 | $4.38M | Sell |
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|
2018
Q2 | $4.89M | Buy |
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|
2018
Q1 | $4.62M | Sell |
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|
2017
Q4 | $5.74M | Buy |
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|
2017
Q3 | $5.16M | Sell |
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|
2017
Q2 | $7.13M | Sell |
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|
2017
Q1 | $10.2M | Buy |
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|
2016
Q4 | $1.65M | Buy |
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