Williams Jones Wealth 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
Q2 | $6.55M | Buy |
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|
2025
Q1 | $3.58M | Sell |
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|
2024
Q4 | $3.58M | Sell |
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|
2024
Q3 | $3.09M | Sell |
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|
2024
Q2 | $3.49M | Sell |
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|
2024
Q1 | $3.41M | Buy |
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|
2023
Q4 | $2.84M | Sell |
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|
2023
Q3 | $2.51M | Sell |
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|
2023
Q2 | $2.84M | Sell |
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|
2023
Q1 | $2.51M | Buy |
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|
2022
Q4 | $2.71M | Buy |
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|
2022
Q3 | $2.6M | Buy |
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|
2022
Q2 | $2.5M | Buy |
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|
2022
Q1 | $2.99M | Buy |
|
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|
2021
Q4 | $2.85M | Sell |
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|
2021
Q3 | $2.79M | Buy |
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|
2021
Q2 | $2.38M | Buy |
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|
2021
Q1 | $1.89M | Sell |
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|
2020
Q4 | $1.68M | Sell |
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|
2020
Q3 | $1.45M | Sell |
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|
2020
Q2 | $2.31M | Sell |
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|
2020
Q1 | $2.86M | Sell |
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|
2019
Q4 | $10.1M | Buy |
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|
2019
Q3 | $5.17M | Buy |
|