Tempus Wealth Planning’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 | $265K | Buy |
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|
2025
Q1 | $236K | Hold |
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|
2024
Q4 | $231K | Buy |
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $208K | Buy |
|
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $201K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $236K | Sell |
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|
2021
Q4 | $310K | Sell |
|
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|
2021
Q3 | $301K | Sell |
|
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|
2021
Q2 | $295K | Hold |
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|
2021
Q1 | $255K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $315K | Buy |
|