Advantage Trust Company’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.1K | Hold |
800
| – | – | 0.03% | 114 |
|
|
2025
Q1 | $57.4K | Hold |
800
| – | – | 0.03% | 89 |
|
|
2024
Q4 | $56.2K | Hold |
800
| – | – | 0.03% | 94 |
|
|
2024
Q3 | $45.2K | Hold |
800
| – | – | 0.03% | 105 |
|
|
2024
Q2 | $47.5K | Hold |
800
| – | – | 0.03% | 115 |
|
|
2024
Q1 | $46.4K | Hold |
800
| – | – | 0.03% | 114 |
|
|
2023
Q4 | $39.4K | Buy |
+800
| New | +$39.4K | 0.03% | 128 |
|