Ullmann Wealth Partners Group’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
Q3 | $397K | Sell |
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|
2025
Q2 | $420K | Buy |
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|
2025
Q1 | $352K | Sell |
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|
2024
Q4 | $380K | Sell |
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|
2024
Q3 | $419K | Sell |
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|
2024
Q2 | $450K | Sell |
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|
2024
Q1 | $440K | Buy |
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|
2023
Q4 | $356K | Buy |
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|
2023
Q3 | $255K | Buy |
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|
2023
Q2 | $265K | Sell |
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|
2023
Q1 | $236K | Buy |
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|
2022
Q4 | $251K | Hold |
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|
2022
Q3 | $245K | Hold |
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|
2022
Q2 | $238K | Sell |
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|
2022
Q1 | $337K | Buy |
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|
2021
Q4 | $332K | Hold |
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|
2021
Q3 | $321K | Buy |
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|
2021
Q2 | $269K | Hold |
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|
2021
Q1 | $232K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $269K | Sell |
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|
2019
Q3 | $278K | Hold |
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|
2019
Q2 | $260K | Hold |
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|
2019
Q1 | $266K | Hold |
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|
2018
Q4 | $254K | Hold |
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|
2018
Q3 | $289K | Hold |
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|
2018
Q2 | $305K | Hold |
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|
2018
Q1 | $288K | Sell |
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|
2017
Q4 | $384K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $414K | Buy |
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|
2017
Q1 | $399K | Buy |
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