TD Private Client Wealth’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
Q2 | $6.08M | Buy |
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|
2025
Q1 | $5.32M | Sell |
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|
2024
Q4 | $5.26M | Sell |
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|
2024
Q3 | $4.34M | Sell |
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|
2024
Q2 | $6.01M | Sell |
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|
2024
Q1 | $6.22M | Buy |
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|
2023
Q4 | $4.91M | Sell |
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|
2023
Q3 | $4.6M | Sell |
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|
2023
Q2 | $5.55M | Buy |
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|
2023
Q1 | $4.32M | Buy |
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|
2022
Q4 | $4.59M | Sell |
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|
2022
Q3 | $4.89M | Buy |
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|
2022
Q2 | $4.54M | Sell |
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|
2022
Q1 | $5.62M | Sell |
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|
2021
Q4 | $6M | Sell |
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|
2021
Q3 | $6.84M | Buy |
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|
2021
Q2 | $5.8M | Buy |
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|
2021
Q1 | $2.17M | Buy |
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|
2020
Q4 | $1.42M | Sell |
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|
2020
Q3 | $1.12M | Sell |
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|
2020
Q2 | $1.29M | Sell |
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|
2020
Q1 | $2.6M | Buy |
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|
2019
Q4 | $4.42M | Buy |
|