AWM
Arista Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
14,133
+9,874
| +232% | +$791K | 0.16% | 89 |
|
|
2025
Q1 | $306K | Hold |
4,259
| – | – | 0.07% | 54 |
|
|
2024
Q4 | $299K | Hold |
4,259
| – | – | 0.07% | 52 |
|
|
2024
Q3 | $241K | Buy |
4,259
+16
| +0.4% | +$904 | 0.06% | 60 |
|
|
2024
Q2 | $252K | Buy |
+4,243
| New | +$252K | 0.07% | 54 |
|