AWM
Activest Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.5K | Sell |
293
-549
| -65% | -$44K | 0.01% | 300 |
|
|
2025
Q1 | $60.4K | Buy |
842
+822
| +4,110% | +$59K | 0.02% | 180 |
|
|
2024
Q4 | $1.41K | Sell |
20
-1,180
| -98% | -$82.9K | ﹤0.01% | 448 |
|
|
2024
Q3 | $67.8K | Sell |
1,200
-812
| -40% | -$45.9K | 0.02% | 151 |
|
|
2024
Q2 | $119K | Buy |
2,012
+1,200
| +148% | +$71.3K | 0.04% | 116 |
|
|
2024
Q1 | $47.1K | Buy |
+812
| New | +$47.1K | 0.02% | 118 |
|
|
2023
Q3 | – | Sell |
-7
| Closed | -$10.7K | – | 528 |
|
|
2023
Q2 | $10.7K | Sell |
7
-805
| -99% | -$1.23M | 0.01% | 164 |
|
|
2023
Q1 | $30.4K | Buy |
+812
| New | +$30.4K | 0.02% | 107 |
|
|
2022
Q3 | – | Sell |
-812
| Closed | -$32K | – | 621 |
|
|
2022
Q2 | $32K | Buy |
812
+129
| +19% | +$5.08K | 0.02% | 124 |
|
|
2022
Q1 | $33K | Hold |
683
| – | – | 0.02% | 127 |
|
|
2021
Q4 | $33K | Sell |
683
-40
| -6% | -$1.93K | 0.02% | 130 |
|
|
2021
Q3 | $34K | Sell |
723
-2,780
| -79% | -$131K | 0.02% | 135 |
|
|
2021
Q2 | $159K | Buy |
3,503
+151
| +5% | +$6.85K | 0.12% | 55 |
|
|
2021
Q1 | $131K | Buy |
+3,352
| New | +$131K | 0.11% | 58 |
|