Strategic Wealth Partners’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 | $149K | Sell |
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|
2025
Q2 | $153K | Buy |
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|
2024
Q4 | $211K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $201K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $962K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $192 | Sell |
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|
2019
Q2 | $277K | Sell |
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|
2019
Q1 | $600K | Sell |
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|
2018
Q4 | $630K | Sell |
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|
2018
Q3 | $694K | Sell |
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|
2018
Q2 | $773K | Sell |
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|
2018
Q1 | $1.68M | Sell |
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|
2017
Q4 | $2.8M | Buy |
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