Wealthspire Advisors (New York)’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 | $5.97M | Sell |
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|
2025
Q1 | $10.3M | Buy |
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|
2024
Q4 | $1.66M | Buy |
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|
2024
Q3 | $1.19M | Sell |
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|
2024
Q2 | $1.29M | Buy |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $2.01M | Buy |
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|
2023
Q3 | $628K | Buy |
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|
2023
Q2 | $438K | Buy |
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|
2023
Q1 | $355K | Sell |
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|
2022
Q4 | $650K | Sell |
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|
2022
Q3 | $791K | Buy |
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|
2022
Q2 | $647K | Buy |
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|
2022
Q1 | $219K | Sell |
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|
2021
Q4 | $456K | Sell |
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|
2021
Q3 | $510K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.03M | Buy |
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|
2020
Q4 | $572K | Buy |
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|
2020
Q3 | $368K | Sell |
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|
2020
Q2 | $566K | Sell |
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|
2020
Q1 | $1.06M | Buy |
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|
2019
Q4 | $724K | Buy |
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|
2019
Q3 | $562K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $152K | Buy |
|