VisionPoint Advisory 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 | $528K | Buy |
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|
2025
Q2 | $295K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $15.1K | Hold |
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|
2024
Q1 | $14.8K | Sell |
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|
2023
Q4 | $35.2K | Buy |
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|
2023
Q3 | $10.4K | Hold |
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|
2023
Q2 | $10.9K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $212K | Buy |
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|
2020
Q2 | $215K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $241K | Sell |
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|
2019
Q3 | $292K | Sell |
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|
2019
Q2 | $313K | Buy |
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|
2019
Q1 | $288K | Sell |
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|
2018
Q4 | $291K | Buy |
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