Wedmont Private Capital’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
$12.9M Buy
2025
Q2
$12.4M Buy
2025
Q1
$8.83M Sell
2024
Q4
$11.4M Buy
2024
Q3
$9.17M Sell
2024
Q2
$9.16M Buy
2024
Q1
$8.8M Buy
2023
Q4
$6.56M Buy
2023
Q3
$4.83M Sell
2023
Q2
$5.47M Buy
2023
Q1
$708K Sell
2022
Q4
$938K Buy
2022
Q3
$865K Buy
2022
Q2
$720K Buy
2022
Q1
$756K Buy
2021
Q4
$667K Buy