Wealth Effects’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$209K Buy
2024
Q1
Sell
2023
Q4
$258K Sell
2023
Q3
$296K Buy
2023
Q2
$296K Sell
2023
Q1
$265K Sell
2022
Q4
$296K Sell
2022
Q3
$321K Buy
2022
Q2
$309K Buy
2022
Q1
$343K Buy
2021
Q4
$319K Buy