EWS
Eagle Wealth Strategies’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Sell |
3,599
-20
| -0.6% | -$1.6K | 0.16% | 74 |
|
|
2025
Q1 | $260K | Buy |
3,619
+7
| +0.2% | +$503 | 0.16% | 75 |
|
|
2024
Q4 | $254K | Buy |
3,612
+57
| +2% | +$4K | 0.18% | 86 |
|
|
2024
Q3 | $201K | Sell |
3,555
-129
| -4% | -$7.29K | 0.15% | 103 |
|
|
2024
Q2 | $219K | Sell |
3,684
-29
| -0.8% | -$1.72K | 0.18% | 80 |
|
|
2024
Q1 | $214K | Buy |
+3,713
| New | +$214K | 0.17% | 85 |
|