AWAU
Alliance Wealth Advisors (Utah)’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $798K | Buy |
9,960
+991
| +11% | +$79.4K | 0.19% | 120 |
|
|
2025
Q1 | $644K | Sell |
8,969
-2,003
| -18% | -$144K | 0.17% | 133 |
|
|
2024
Q4 | $771K | Sell |
10,972
-209
| -2% | -$14.7K | 0.2% | 123 |
|
|
2024
Q3 | $632K | Sell |
11,181
-243
| -2% | -$13.7K | 0.17% | 137 |
|
|
2024
Q2 | $678K | Sell |
11,424
-668
| -6% | -$39.7K | 0.2% | 117 |
|
|
2024
Q1 | $701K | Sell |
12,092
-918
| -7% | -$53.2K | 0.21% | 110 |
|
|
2023
Q4 | $640K | Sell |
13,010
-1,616
| -11% | -$79.5K | 0.22% | 109 |
|
|
2023
Q3 | $598K | Buy |
14,626
+9,921
| +211% | +$405K | 0.22% | 102 |
|
|
2023
Q2 | $201K | Buy |
+4,705
| New | +$201K | 0.07% | 217 |
|