Wealth Enhancement Advisory Services’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 | $149M | Sell |
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|
2025
Q2 | $154M | Sell |
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|
2025
Q1 | $143M | Sell |
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|
2024
Q4 | $191M | Buy |
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|
2024
Q3 | $107M | Sell |
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|
2024
Q2 | $118M | Buy |
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|
2024
Q1 | $58.3M | Buy |
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|
2023
Q4 | $40.4M | Buy |
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|
2023
Q3 | $32.1M | Buy |
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|
2023
Q2 | $1.59M | Sell |
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|
2023
Q1 | $1.53M | Sell |
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|
2022
Q4 | $13.7M | Buy |
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|
2022
Q3 | $2.04M | Sell |
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|
2022
Q2 | $3.1M | Sell |
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|
2022
Q1 | $5.04M | Buy |
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|
2021
Q4 | $5.38M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.62M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $2.08M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.52M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $2.3M | Buy |
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