Wealth Alliance’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 | $904K | Buy |
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|
2025
Q1 | $781K | Buy |
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|
2024
Q4 | $751K | Sell |
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|
2024
Q3 | $633K | Sell |
|
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|
2024
Q2 | $774K | Sell |
|
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|
2024
Q1 | $829K | Sell |
|
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|
2023
Q4 | $768K | Buy |
|
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|
2023
Q3 | $589K | Buy |
|
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|
2023
Q2 | $575K | Buy |
|
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|
2023
Q1 | $497K | Buy |
|
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|
2022
Q4 | $521K | Buy |
|
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|
2022
Q3 | $468K | Sell |
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|
2022
Q2 | $456K | Buy |
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|
2022
Q1 | $553K | Sell |
|
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|
2021
Q4 | $585K | Buy |
|
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|
2021
Q3 | $556K | Buy |
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|
2021
Q2 | $481K | Buy |
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|
2021
Q1 | $382K | Buy |
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|
2020
Q4 | $233K | Buy |
|