Valtinson Bruner Financial Planning’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 | $1.5M | Buy |
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|
2025
Q2 | $1.43M | Buy |
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|
2025
Q1 | $1.28M | Sell |
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|
2024
Q4 | $1.42M | Buy |
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|
2024
Q3 | $1.05M | Buy |
|
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|
2024
Q2 | $659K | Buy |
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|
2024
Q1 | $641K | Buy |
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|
2023
Q4 | $544K | Sell |
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|
2023
Q3 | $452K | Buy |
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|
2023
Q2 | $452K | Hold |
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|
2023
Q1 | $396K | Sell |
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|
2022
Q4 | $690K | Sell |
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|
2022
Q3 | $704K | Buy |
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|
2022
Q2 | $686K | Buy |
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|
2022
Q1 | $811K | Buy |
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|
2021
Q4 | $249K | Sell |
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|
2021
Q3 | $270K | Buy |
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|
2021
Q2 | $242K | Buy |
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|
2021
Q1 | $227K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $296K | Sell |
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|
2019
Q3 | $293K | Sell |
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|
2019
Q2 | $406K | Sell |
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|
2019
Q1 | $422K | Buy |
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|
2018
Q4 | $344K | Buy |
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