DWM
Diversify Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Sell |
29,154
-524
| -2% | -$41.6K | 0.14% | 163 |
|
|
2025
Q1 | $2.11M | Sell |
29,678
-1,672
| -5% | -$119K | 0.16% | 163 |
|
|
2024
Q4 | $2.19M | Buy |
31,350
+7,945
| +34% | +$556K | 0.17% | 148 |
|
|
2024
Q3 | $1.51M | Sell |
23,405
-837
| -3% | -$54K | 0.15% | 155 |
|
|
2024
Q2 | $1.26M | Buy |
+24,242
| New | +$1.26M | 0.16% | 138 |
|