Sweet Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $365K | Buy |
|
|||||
|
2024
Q2 | $383K | Sell |
|
|||||
|
2024
Q1 | $385K | Sell |
|
|||||
|
2023
Q4 | $482K | Sell |
|
|||||
|
2023
Q3 | $402K | Buy |
|
|||||
|
2023
Q2 | $376K | Sell |
|
|||||
|
2023
Q1 | $331K | Sell |
|
|||||
|
2022
Q4 | $367K | Buy |
|
|||||
|
2022
Q3 | $355K | Buy |
|
|||||
|
2022
Q2 | $267K | Sell |
|
|||||
|
2022
Q1 | $334K | Buy |
|
|||||
|
2021
Q4 | $296K | Buy |
|