West Financial Advisors’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 | $170K | Buy |
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|
2025
Q2 | $162K | Sell |
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|
2025
Q1 | $223K | Buy |
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|
2024
Q4 | $218K | Buy |
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|
2024
Q3 | $163K | Sell |
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|
2024
Q2 | $193K | Sell |
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|
2024
Q1 | $234K | Buy |
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|
2023
Q4 | $97.5K | Buy |
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|
2023
Q3 | $48.2K | Hold |
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|
2023
Q2 | $50.4K | Buy |
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|
2023
Q1 | $7.44K | Buy |
|