Wealthquest’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 | $305K | Buy |
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|
2025
Q1 | $264K | Sell |
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|
2024
Q4 | $262K | Buy |
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $211K | Sell |
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|
2024
Q1 | $209K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $224K | Hold |
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|
2021
Q4 | $224K | Hold |
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|
2021
Q3 | $217K | Hold |
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|
2021
Q2 | $211K | Buy |
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|
2019
Q4 | $389K | Hold |
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|
2019
Q3 | $364K | Hold |
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|
2019
Q2 | $342K | Sell |
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|
2019
Q1 | $360K | Sell |
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|
2018
Q4 | $354K | Buy |
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|
2015
Q3 | $369K | Buy |
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|
2015
Q2 | $392K | Hold |
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|
2015
Q1 | $379K | Sell |
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|
2014
Q4 | $404K | Buy |
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