Stratos Wealth Advisors’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 | $784K | Buy |
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|
2025
Q2 | $732K | Buy |
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|
2025
Q1 | $650K | Buy |
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|
2024
Q4 | $508K | Sell |
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|
2024
Q3 | $422K | Buy |
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|
2024
Q2 | $437K | Sell |
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|
2024
Q1 | $449K | Sell |
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|
2023
Q4 | $401K | Sell |
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|
2023
Q3 | $859K | Buy |
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|
2023
Q2 | $812K | Buy |
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|
2023
Q1 | $703K | Sell |
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|
2022
Q4 | $799K | Sell |
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|
2022
Q3 | $846K | Sell |
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|
2022
Q2 | $887K | Sell |
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|
2022
Q1 | $1.13M | Sell |
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|
2021
Q4 | $1.34M | Buy |
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|
2021
Q3 | $1.25M | Sell |
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|
2021
Q2 | $1.66M | Buy |
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|
2021
Q1 | $1.43M | Buy |
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|
2020
Q4 | $375K | Hold |
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|
2020
Q3 | $292K | Sell |
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|
2020
Q2 | $356K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $335K | Sell |
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|
2019
Q3 | $1.16M | Buy |
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|
2019
Q2 | $1.03M | Buy |
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|
2019
Q1 | $772K | Sell |
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|
2018
Q4 | $755K | Buy |
|