tru Independence’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 | $321K | Sell |
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|
2025
Q1 | $306K | Buy |
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|
2024
Q4 | $278K | Sell |
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|
2024
Q3 | $6.59M | Sell |
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|
2024
Q2 | $7.05M | Sell |
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|
2024
Q1 | $7.33M | Sell |
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|
2023
Q4 | $6.5M | Sell |
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|
2023
Q3 | $5.49M | Buy |
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|
2023
Q2 | $5.72M | Buy |
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|
2023
Q1 | $4.79M | Sell |
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|
2022
Q4 | $5.62M | Buy |
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|
2022
Q3 | $5.42M | Sell |
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|
2022
Q2 | $5.28M | Buy |
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|
2022
Q1 | $6.37M | Buy |
|
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|
2021
Q4 | $5.71M | Sell |
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|
2021
Q3 | $5.59M | Sell |
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|
2021
Q2 | $5.54M | Buy |
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|
2021
Q1 | $4.77M | Buy |
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|
2020
Q4 | $52.9K | Buy |
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|
2020
Q3 | $69K | Sell |
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|
2020
Q2 | $599 | Buy |
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|
2020
Q1 | $573 | Hold |
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|
2019
Q4 | $573K | Buy |
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