Xcel 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 | $2.39M | Buy |
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|
2025
Q1 | $2.12M | Hold |
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|
2024
Q4 | $2.08M | Sell |
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|
2024
Q3 | $1.7M | Sell |
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|
2024
Q2 | $1.88M | Sell |
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|
2024
Q1 | $2.47M | Sell |
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|
2023
Q4 | $2.16M | Sell |
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|
2023
Q3 | $1.84M | Sell |
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|
2023
Q2 | $2.08M | Buy |
|
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|
2023
Q1 | $1.75M | Buy |
|
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|
2022
Q4 | $1.89M | Sell |
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|
2022
Q3 | $2M | Buy |
|
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|
2022
Q2 | $1.91M | Sell |
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|
2022
Q1 | $2.4M | Sell |
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|
2021
Q4 | $2.5M | Sell |
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|
2021
Q3 | $2.44M | Buy |
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|
2021
Q2 | $1.34M | Buy |
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|
2021
Q1 | $1.15M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $212K | Sell |
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|
2018
Q4 | $419K | Buy |
|