WealthTrust Axiom’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 | $480K | Buy |
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|
2025
Q1 | $358K | Buy |
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|
2024
Q4 | $298K | Hold |
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|
2024
Q3 | $239K | Hold |
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|
2024
Q2 | $252K | Hold |
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|
2024
Q1 | $246K | Hold |
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|
2023
Q4 | $209K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $339K | Sell |
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|
2019
Q1 | $383K | Hold |
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|
2018
Q4 | $366K | Sell |
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|
2018
Q3 | $419K | Sell |
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|
2018
Q2 | $444K | Sell |
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|
2018
Q1 | $465K | Sell |
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|
2017
Q4 | $1.07M | Hold |
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|
2017
Q3 | $972K | Sell |
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|
2017
Q2 | $993K | Buy |
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|
2017
Q1 | $981K | Sell |
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|
2016
Q4 | $974K | Buy |
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|
2016
Q3 | $778K | Sell |
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|
2016
Q2 | $892K | Sell |
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|
2016
Q1 | $913K | Buy |
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|
2015
Q4 | $1.03M | Sell |
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|
2015
Q3 | $1.05M | Sell |
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|
2015
Q2 | $1.16M | Buy |
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|
2015
Q1 | $1.12M | Buy |
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|
2014
Q4 | $1.12M | Sell |
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|
2014
Q3 | $1.08M | Buy |
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|
2014
Q2 | $1.1M | Sell |
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|
2014
Q1 | $1.05M | Buy |
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|
2013
Q4 | $903K | Buy |
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|
2013
Q3 | $798K | Hold |
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|
2013
Q2 | $797K | Buy |
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