Weinberger Asset 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 | $369K | Buy |
|
|||||
|
2025
Q2 | $338K | Sell |
|
|||||
|
2025
Q1 | $307K | Sell |
|
|||||
|
2024
Q4 | $310K | Sell |
|
|||||
|
2024
Q3 | $311K | Buy |
|
|||||
|
2024
Q2 | $325K | Buy |
|
|||||
|
2024
Q1 | $315K | Buy |
|
|||||
|
2023
Q4 | $267K | Buy |
|
|||||
|
2023
Q3 | $217K | Sell |
|
|||||
|
2023
Q2 | $247K | Buy |
|
|||||
|
2023
Q1 | $214K | Buy |
|
|||||
|
2022
Q4 | $236K | Sell |
|
|||||
|
2022
Q3 | $277K | Sell |
|
|||||
|
2022
Q2 | $340K | Buy |
|