AWA
Amplius Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,476
| Closed | -$259K | – | 184 |
|
|
2024
Q1 | $259K | Sell |
4,476
-296
| -6% | -$17.2K | 0.03% | 147 |
|
|
2023
Q4 | $235K | Sell |
4,772
-124
| -3% | -$6.1K | 0.03% | 149 |
|
|
2023
Q3 | $200K | Sell |
4,896
-14
| -0.3% | -$572 | 0.03% | 155 |
|
|
2023
Q2 | $210K | Buy |
+4,910
| New | +$210K | 0.03% | 159 |
|
|
2022
Q1 | – | Sell |
-2,978
| Closed | -$142K | – | 921 |
|
|
2021
Q4 | $142K | Buy |
+2,978
| New | +$142K | 0.02% | 213 |
|