Toth Financial Advisory’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 | $16.3K | Buy |
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|
2025
Q2 | $15.5K | Hold |
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|
2025
Q1 | $13.9K | Buy |
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|
2024
Q4 | $1.97K | Hold |
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|
2024
Q3 | $1.58K | Sell |
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|
2024
Q2 | $5.52K | Hold |
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|
2024
Q1 | $5.39K | Hold |
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|
2023
Q4 | $4.58K | Hold |
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|
2023
Q3 | $3.8K | Hold |
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|
2023
Q2 | $3.97K | Hold |
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|
2023
Q1 | $3.48K | Sell |
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|
2022
Q4 | $4.33K | Buy |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $4K | Sell |
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|
2022
Q1 | $30K | Buy |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Hold |
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|
2020
Q4 | $1K | Hold |
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|
2020
Q3 | $1K | Sell |
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|
2020
Q2 | $17K | Buy |
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|
2020
Q1 | $1K | Hold |
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|
2019
Q4 | $2K | Hold |
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|
2019
Q3 | $2K | Hold |
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|
2019
Q2 | $2K | Hold |
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|
2019
Q1 | $2K | Buy |
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|
2018
Q4 | $1K | Hold |
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|
2018
Q3 | $1K | Hold |
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|
2018
Q2 | $2K | Hold |
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|
2018
Q1 | $1K | Sell |
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|
2017
Q4 | $29K | Buy |
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