DAS
Diversify Advisory Services’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
25,718
+8,714
| +51% | +$693K | 0.08% | 185 |
|
|
2025
Q1 | $1.21M | Sell |
17,004
-211
| -1% | -$15K | 0.08% | 188 |
|
|
2024
Q4 | $1.2M | Sell |
17,215
-10,156
| -37% | -$711K | 0.07% | 204 |
|
|
2024
Q3 | $1.77M | Sell |
27,371
-1,438
| -5% | -$93.2K | 0.1% | 174 |
|
|
2024
Q2 | $1.73M | Sell |
28,809
-4,055
| -12% | -$243K | 0.09% | 175 |
|
|
2024
Q1 | $1.89M | Buy |
+32,864
| New | +$1.89M | 0.11% | 159 |
|