Towerpoint 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
Q3 | $356K | Buy |
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|
2025
Q2 | $316K | Hold |
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|
2025
Q1 | $283K | Hold |
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|
2024
Q4 | $277K | Hold |
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|
2024
Q3 | $223K | Hold |
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|
2024
Q2 | $234K | Buy |
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|
2024
Q1 | $206K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $82.3K | Hold |
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|
2022
Q3 | $81K | Hold |
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|
2022
Q2 | $80K | Hold |
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|
2022
Q1 | $92K | Hold |
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|
2021
Q4 | $91K | Buy |
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