Valley Wealth Managers’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 | $2.08K | Sell |
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|
2025
Q1 | $27.7K | Hold |
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|
2024
Q4 | $27.1K | Hold |
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|
2024
Q3 | $21.8K | Hold |
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|
2024
Q2 | $22.9K | Buy |
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|
2024
Q1 | $1.51K | Hold |
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|
2023
Q4 | $1.28K | Hold |
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|
2023
Q3 | $1.06K | Hold |
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|
2023
Q2 | $1.11K | Hold |
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|
2023
Q1 | $972 | Hold |
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|
2022
Q4 | $1.07K | Sell |
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|
2022
Q3 | $17K | Hold |
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|
2022
Q2 | $17K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $16.5M | Sell |
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|
2019
Q3 | $15.5M | Buy |
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|
2019
Q2 | $14.2M | Buy |
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|
2019
Q1 | $14.3M | Buy |
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|
2018
Q4 | $12.9M | Sell |
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|
2018
Q3 | $15.2M | Sell |
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|
2018
Q2 | $16.3M | Buy |
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|
2018
Q1 | $15.2M | Buy |
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|
2017
Q4 | $16.9M | Sell |
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|
2017
Q3 | $15.5M | Sell |
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|
2017
Q2 | $16M | Buy |
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|
2017
Q1 | $15.8M | Sell |
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|
2016
Q4 | $15.7M | Sell |
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|
2016
Q3 | $12.8M | Buy |
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|
2016
Q2 | $13.1M | Buy |
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|
2016
Q1 | $12.5M | Buy |
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|
2015
Q4 | $13.5M | Buy |
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|
2015
Q3 | $12.7M | Buy |
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|
2015
Q2 | $13.7M | Sell |
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|
2015
Q1 | $13.3M | Sell |
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|
2014
Q4 | $13.5M | Buy |
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|
2014
Q3 | $12.6M | Sell |
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|
2014
Q2 | $13.2M | Sell |
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|
2014
Q1 | $12.7M | Sell |
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|
2013
Q4 | $11.9M | Sell |
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|
2013
Q3 | $11.2M | Sell |
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|
2013
Q2 | $11.2M | Buy |
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