Waddell & Associates’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 | $607K | Sell |
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|
2025
Q1 | $588K | Buy |
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|
2024
Q4 | $502K | Hold |
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|
2024
Q3 | $404K | Buy |
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|
2024
Q2 | $424K | Buy |
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|
2024
Q1 | $379K | Sell |
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|
2023
Q4 | $382K | Sell |
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|
2023
Q3 | $346K | Sell |
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|
2023
Q2 | $364K | Sell |
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|
2023
Q1 | $327K | Sell |
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|
2022
Q4 | $366K | Buy |
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|
2022
Q3 | $292K | Buy |
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|
2022
Q2 | $284K | Sell |
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|
2022
Q1 | $501K | Sell |
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|
2021
Q4 | $702K | Sell |
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|
2021
Q3 | $742K | Sell |
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|
2021
Q2 | $730 | Buy |
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