XML Financial’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 | $1.06M | Sell |
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|
2025
Q2 | $1.04M | Sell |
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|
2025
Q1 | $1.17M | Buy |
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|
2024
Q4 | $1.14M | Sell |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $1.2M | Buy |
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|
2024
Q1 | $1.17M | Sell |
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|
2023
Q4 | $999K | Buy |
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|
2023
Q3 | $780K | Buy |
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|
2023
Q2 | $765K | Buy |
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|
2023
Q1 | $652K | Sell |
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|
2022
Q4 | $788K | Buy |
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|
2022
Q3 | $703K | Buy |
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|
2022
Q2 | $650K | Sell |
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|
2022
Q1 | $834K | Buy |
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|
2021
Q4 | $823K | Buy |
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|
2021
Q3 | $773K | Sell |
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|
2021
Q2 | $756K | Sell |
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|
2021
Q1 | $653K | Sell |
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|
2020
Q4 | $540K | Buy |
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|
2020
Q3 | $415K | Sell |
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|
2020
Q2 | $630K | Buy |
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|
2020
Q1 | $412K | Buy |
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|
2019
Q4 | $435K | Buy |
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