DWM
Drive Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Sell |
25,516
-125
| -0.5% | -$10K | 0.45% | 50 |
|
|
2025
Q1 | $1.84M | Buy |
25,641
+669
| +3% | +$48K | 0.43% | 52 |
|
|
2024
Q4 | $1.75M | Buy |
24,972
+823
| +3% | +$57.8K | 0.43% | 42 |
|
|
2024
Q3 | $1.36M | Buy |
24,149
+1,381
| +6% | +$78K | 0.36% | 51 |
|
|
2024
Q2 | $1.35M | Sell |
22,768
-18
| -0.1% | -$1.07K | 0.36% | 52 |
|
|
2024
Q1 | $1.32M | Sell |
22,786
-993
| -4% | -$57.6K | 0.37% | 52 |
|
|
2023
Q4 | $1.17M | Sell |
23,779
-593
| -2% | -$29.2K | 0.38% | 52 |
|
|
2023
Q3 | $996K | Sell |
24,372
-10,896
| -31% | -$445K | 0.36% | 59 |
|
|
2023
Q2 | $1.51M | Buy |
35,268
+3,940
| +13% | +$168K | 0.56% | 37 |
|
|
2023
Q1 | $1.17M | Buy |
31,328
+1,050
| +3% | +$39.2K | 0.49% | 49 |
|
|
2022
Q4 | $1.25M | Buy |
30,278
+16,113
| +114% | +$665K | 0.62% | 36 |
|
|
2022
Q3 | $570K | Buy |
14,165
+364
| +3% | +$14.6K | 0.54% | 46 |
|
|
2022
Q2 | $541K | Buy |
13,801
+738
| +6% | +$28.9K | 0.49% | 52 |
|
|
2022
Q1 | $633K | Buy |
13,063
+1,560
| +14% | +$75.6K | 0.53% | 46 |
|
|
2021
Q4 | $552K | Buy |
+11,503
| New | +$552K | 0.49% | 53 |
|