Stratos Investment 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
Q4 | $4.78M | Buy |
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|
2025
Q3 | $4.24M | Buy |
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|
2025
Q2 | $3.94M | Buy |
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|
2025
Q1 | $763K | Buy |
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|
2024
Q4 | $679K | Buy |
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|
2024
Q3 | $503K | Sell |
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|
2024
Q2 | $558K | Buy |
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|
2024
Q1 | $535K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $333K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $265K | Buy |
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