DW30
Drucker Wealth 3.0’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.86M | Sell |
59,411
-22,591
| -28% | -$1.85M | 0.94% | 25 |
|
|
2025
Q1 | $5.89M | Sell |
82,002
-5,601
| -6% | -$402K | 1.3% | 20 |
|
|
2024
Q4 | $6.15M | Sell |
87,603
-1,758
| -2% | -$123K | 1.42% | 19 |
|
|
2024
Q3 | $5.05M | Buy |
89,361
+1,570
| +2% | +$88.7K | 1.21% | 24 |
|
|
2024
Q2 | $5.21M | Buy |
+87,791
| New | +$5.21M | 1.38% | 18 |
|