Wallace 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 | $823K | Sell |
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|
2025
Q2 | $834K | Sell |
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|
2025
Q1 | $990K | Sell |
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|
2024
Q4 | $957K | Sell |
|
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|
2024
Q3 | $1.07M | Sell |
|
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|
2024
Q2 | $1.09M | Sell |
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|
2024
Q1 | $1.01M | Sell |
|
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|
2023
Q4 | $842K | Buy |
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|
2023
Q3 | $472K | Buy |
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|
2023
Q2 | $407K | Hold |
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|
2023
Q1 | $407K | Buy |
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|
2022
Q4 | $401K | Buy |
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