Syverson Strege & Co’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 | $1.07M | Sell |
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|
2025
Q2 | $1.34M | Buy |
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|
2025
Q1 | $210K | Sell |
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|
2024
Q4 | $207K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $240K | Sell |
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|
2023
Q4 | $292K | Sell |
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|
2023
Q3 | $330K | Sell |
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|
2023
Q2 | $406K | Buy |
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|
2023
Q1 | $228K | Buy |
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|
2022
Q4 | $237K | Buy |
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|
2022
Q3 | $230K | Sell |
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|
2022
Q2 | $244K | Buy |
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|
2022
Q1 | $285K | Buy |
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|
2021
Q4 | $180K | Sell |
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|
2021
Q3 | $184K | Buy |
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|
2021
Q2 | $153K | Hold |
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|
2021
Q1 | $132K | Sell |
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|
2020
Q4 | $117K | Buy |
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