AO
Advisor OS’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $568K | Buy |
7,091
+459
| +7% | +$36.8K | 0.06% | 227 |
|
|
2025
Q1 | $476K | Sell |
6,632
-996
| -13% | -$71.5K | 0.05% | 241 |
|
|
2024
Q4 | $536K | Buy |
7,628
+2,972
| +64% | +$209K | 0.06% | 212 |
|
|
2024
Q3 | $263K | Buy |
4,656
+109
| +2% | +$6.16K | 0.03% | 343 |
|
|
2024
Q2 | $270K | Buy |
4,547
+138
| +3% | +$8.2K | 0.03% | 321 |
|
|
2024
Q1 | $256K | Sell |
4,409
-2,737
| -38% | -$159K | 0.03% | 334 |
|
|
2023
Q4 | $352K | Buy |
7,146
+845
| +13% | +$41.6K | 0.05% | 239 |
|
|
2023
Q3 | $257K | Buy |
6,301
+862
| +16% | +$35.2K | 0.04% | 251 |
|
|
2023
Q2 | $232K | Sell |
5,439
-622
| -10% | -$26.5K | 0.04% | 269 |
|
|
2023
Q1 | $227K | Buy |
+6,061
| New | +$227K | 0.05% | 221 |
|