Elevation Wealth Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.81K | Hold |
60
| – | – | ﹤0.01% | 407 |
|
|
2025
Q1 | $4.31K | Hold |
60
| – | – | ﹤0.01% | 416 |
|
|
2024
Q4 | $4.22K | Hold |
60
| – | – | ﹤0.01% | 421 |
|
|
2024
Q3 | $3.39K | Hold |
60
| – | – | ﹤0.01% | 407 |
|
|
2024
Q2 | $3.56K | Hold |
60
| – | – | ﹤0.01% | 408 |
|
|
2024
Q1 | $3.48K | Hold |
60
| – | – | ﹤0.01% | 403 |
|
|
2023
Q4 | $2.45K | Hold |
60
| – | – | ﹤0.01% | 391 |
|
|
2023
Q3 | $2.45K | Hold |
60
| – | – | ﹤0.01% | 291 |
|
|
2023
Q2 | $2.56K | Hold |
60
| – | – | ﹤0.01% | 298 |
|
|
2023
Q1 | $2.24K | Buy |
+60
| New | +$2.24K | ﹤0.01% | 302 |
|