TRUE Private Wealth Advisors’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 | $1.64M | Buy |
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|
2025
Q1 | $1.46M | Sell |
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|
2024
Q4 | $1.43M | Sell |
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $1.42M | Sell |
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|
2024
Q1 | $1.42M | Sell |
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|
2023
Q4 | $1.27M | Sell |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $1.09M | Hold |
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|
2023
Q1 | $952K | Sell |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $1.03M | Hold |
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|
2022
Q2 | $1M | Hold |
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|
2022
Q1 | $1.18M | Sell |
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|
2021
Q4 | $1.24M | Buy |
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|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | $1.04M | Sell |
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|
2021
Q1 | $1.03M | Buy |
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|
2020
Q4 | $673K | Buy |
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|
2020
Q3 | $489K | Sell |
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|
2020
Q2 | $616K | Sell |
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|
2020
Q1 | $773K | Sell |
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|
2019
Q4 | $1.85M | Buy |
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|
2019
Q3 | $1.58M | Sell |
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|
2019
Q2 | $1.79M | Sell |
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|
2019
Q1 | $1.92M | Sell |
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|
2018
Q4 | $2M | Sell |
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|
2018
Q3 | $2.33M | Buy |
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|
2018
Q2 | $2.31M | Sell |
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|
2018
Q1 | $2.21M | Sell |
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|
2017
Q4 | $2.59M | Buy |
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|
2017
Q3 | $2.17M | Sell |
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|
2017
Q2 | $2.22M | Buy |
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|
2017
Q1 | $2.11M | Sell |
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|
2016
Q4 | $2.23M | Buy |
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|
2016
Q3 | $1.79M | Sell |
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|
2016
Q2 | $2.13M | Sell |
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|
2016
Q1 | $2.28M | Buy |
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|
2015
Q4 | $1.98M | Buy |
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