Wealth Alliance 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 | $382K | Hold |
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|
2025
Q2 | $365K | Hold |
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|
2025
Q1 | $327K | Hold |
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|
2024
Q4 | $320K | Hold |
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|
2024
Q3 | $257K | Hold |
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|
2024
Q2 | $271K | Hold |
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|
2024
Q1 | $264K | Hold |
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|
2023
Q4 | $224K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $215K | Hold |
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|
2021
Q4 | $213K | Hold |
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|
2021
Q3 | $206K | Hold |
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|
2021
Q2 | $201K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $231K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $272K | Sell |
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|
2019
Q3 | $298K | Buy |
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|
2019
Q2 | $276K | Hold |
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|
2019
Q1 | $279K | Sell |
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|
2018
Q4 | $343K | Hold |
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|
2018
Q3 | $391K | Hold |
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|
2018
Q2 | $412K | Buy |
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