AC
ASB Consultores’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $660K | Buy |
8,235
+1,762
| +27% | +$141K | 0.44% | 37 |
|
|
2025
Q1 | $465K | Sell |
6,473
-5,157
| -44% | -$370K | 0.3% | 46 |
|
|
2024
Q4 | $817K | Sell |
11,630
-388
| -3% | -$27.3K | 0.34% | 47 |
|
|
2024
Q3 | $679K | Sell |
12,018
-363
| -3% | -$20.5K | 0.27% | 58 |
|
|
2024
Q2 | $735K | Sell |
12,381
-11,520
| -48% | -$684K | 0.26% | 44 |
|
|
2024
Q1 | $1.39M | Buy |
+23,901
| New | +$1.39M | 0.36% | 32 |
|
|
2023
Q4 | – | Sell |
-6,476
| Closed | -$265K | – | 163 |
|
|
2023
Q3 | $265K | Sell |
6,476
-3,379
| -34% | -$138K | 0.1% | 100 |
|
|
2023
Q2 | $421K | Buy |
9,855
+946
| +11% | +$40.4K | 0.2% | 98 |
|
|
2023
Q1 | $333K | Sell |
8,909
-824
| -8% | -$30.8K | 0.13% | 118 |
|
|
2022
Q4 | $402K | Buy |
9,733
+1,050
| +12% | +$43.4K | 0.17% | 93 |
|
|
2022
Q3 | $349K | Buy |
8,683
+1,315
| +18% | +$52.9K | 0.16% | 100 |
|
|
2022
Q2 | $289K | Buy |
+7,368
| New | +$289K | 0.13% | 113 |
|