Ulland Investment 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 | $115K | Hold |
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|
2025
Q1 | $103K | Hold |
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|
2024
Q4 | $101K | Hold |
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|
2024
Q3 | $81K | Hold |
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|
2024
Q2 | $85K | Hold |
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|
2024
Q1 | $83K | Hold |
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|
2023
Q4 | $71K | Hold |
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|
2023
Q3 | $59K | Hold |
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|
2023
Q2 | $61K | Hold |
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|
2023
Q1 | $54K | Hold |
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|
2022
Q4 | $59K | Hold |
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|
2022
Q3 | $58K | Hold |
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|
2022
Q2 | $56K | Hold |
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|
2022
Q1 | $70K | Hold |
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|
2021
Q4 | $69K | Buy |
|