WealthPlan Investment 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
Q3 | $966K | Sell |
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|
2025
Q2 | $933K | Buy |
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|
2025
Q1 | $765K | Buy |
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|
2024
Q4 | $745K | Buy |
|
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|
2024
Q3 | $510K | Buy |
|
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|
2024
Q2 | $535K | Buy |
|
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|
2024
Q1 | $521K | Sell |
|
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|
2023
Q4 | $499K | Sell |
|
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|
2023
Q3 | $1.19M | Buy |
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|
2023
Q2 | $486K | Sell |
|
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|
2023
Q1 | $480K | Sell |
|
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|
2022
Q4 | $1.72M | Buy |
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|
2022
Q3 | $1.52M | Buy |
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|
2022
Q1 | $4.49M | Buy |
|