Venturi 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
Q3 | $818K | Buy |
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|
2025
Q2 | $692K | Buy |
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|
2025
Q1 | $605K | Buy |
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|
2024
Q4 | $519K | Buy |
|
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|
2024
Q3 | $157K | Buy |
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|
2024
Q2 | $135K | Buy |
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|
2024
Q1 | $42.7K | Buy |
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|
2023
Q4 | $35.6K | Buy |
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|
2023
Q3 | $14.2K | Sell |
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|
2023
Q2 | $137K | Sell |
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|
2023
Q1 | $193K | Buy |
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|
2022
Q4 | $212K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $4.6M | Buy |
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|
2016
Q2 | $4.86M | Buy |
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|
2016
Q1 | $4.59M | Buy |
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|
2015
Q4 | $3.94M | Buy |
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