Tradition Wealth Management’s Wells Fargo & Co. WFC.PRQ Stock Holding History

Tradition Wealth Management’s Portfolio WFC.PRQ Stock Details WFC.PRQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-263	Closed	-$7K	–	1415
2023 Q2	$7K	Hold	263	–	–	﹤0.01%	1141
2023 Q1	$6K	Sell	263 -238	-48%	-$5.75K	﹤0.01%	1129
2022 Q4	$12K	Hold	501	–	–	﹤0.01%	874
2022 Q3	$11K	Hold	501	–	–	﹤0.01%	919
2022 Q2	$12K	Hold	501	–	–	﹤0.01%	787
2022 Q1	$13K	Hold	501	–	–	﹤0.01%	842
2021 Q4	$13K	Hold	501	–	–	﹤0.01%	855
2021 Q3	$14K	Hold	501	–	–	﹤0.01%	828
2021 Q2	$14K	Buy	+501	New	+$13.6K	﹤0.01%	862

Tradition Wealth Management's WFC.PRQ Position: Q3 2023 in Review

Tradition Wealth Management sold out of Wells Fargo & Co. (WFC.PRQ) in Q3 2023, closing a stake of 263 shares — an estimated $7K sold.

Tradition Wealth Management first reported a position in WFC.PRQ in Q2 2021 and held it in 9 quarters. The position peaked at $14K in Q3 2021. 0 funds tracked by Wall St. Rank hold WFC.PRQ as of Q3 2023.

Tradition Wealth Management reported no remaining Wells Fargo & Co. position as of Q3 2023 after selling out during the quarter.
Tradition Wealth Management sold 263 Wells Fargo & Co. shares in Q3 2023, an estimated $7K.
Tradition Wealth Management first reported a position in Wells Fargo & Co. in Q2 2021 and held it in 9 quarters.
Tradition Wealth Management's Wells Fargo & Co. position peaked at $14K in Q3 2021.
0 funds tracked by Wall St. Rank held Wells Fargo & Co. as of Q3 2023.

Based on Tradition Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.