Tyler-Stone Wealth Management’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 | $326K | Sell |
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|
2025
Q1 | $313K | Buy |
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|
2024
Q4 | $287K | Buy |
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|
2024
Q3 | $222K | Buy |
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|
2024
Q2 | $113K | Hold |
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|
2024
Q1 | $110K | Sell |
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|
2023
Q4 | $94.4K | Buy |
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|
2023
Q3 | $78K | Hold |
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|
2023
Q2 | $81K | Buy |
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|
2022
Q4 | $89K | Buy |
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|
2022
Q3 | $80K | Sell |
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|
2022
Q2 | $83K | Buy |
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|
2022
Q1 | $101K | Hold |
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|
2021
Q4 | $100K | Buy |
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