Walled Lake Planning & 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
Q2 | $711K | Hold |
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|
2025
Q1 | $637K | Sell |
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|
2024
Q4 | $629K | Hold |
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|
2024
Q3 | $506K | Buy |
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|
2024
Q2 | $532K | Buy |
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|
2024
Q1 | $514K | Hold |
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|
2023
Q4 | $437K | Hold |
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|
2023
Q3 | $363K | Hold |
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|
2023
Q2 | $379K | Sell |
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|
2023
Q1 | $511K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $559K | Hold |
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|
2022
Q2 | $545K | Hold |
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|
2022
Q1 | $674K | Buy |
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|
2021
Q4 | $656K | Hold |
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|
2021
Q3 | $634K | Hold |
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|
2021
Q2 | $619K | Hold |
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|
2021
Q1 | $534K | Hold |
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|
2020
Q4 | $412K | Hold |
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|
2020
Q3 | $321K | Hold |
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|
2020
Q2 | $350K | Hold |
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|
2020
Q1 | $392K | Hold |
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|
2019
Q4 | $735K | Buy |
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