EI
Ellevest Inc’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Sell |
4,679
-452
| -9% | -$36.2K | 0.06% | 256 |
|
|
2025
Q1 | $368K | Buy |
5,131
+2
| +0% | +$144 | 0.02% | 248 |
|
|
2024
Q4 | $360K | Sell |
5,129
-2
| -0% | -$140 | 0.02% | 274 |
|
|
2024
Q3 | $290K | Buy |
5,131
+21
| +0.4% | +$1.19K | 0.02% | 334 |
|
|
2024
Q2 | $303K | Sell |
5,110
-127
| -2% | -$7.54K | 0.02% | 311 |
|
|
2024
Q1 | $304K | Buy |
+5,237
| New | +$304K | 0.02% | 307 |
|
|
2023
Q2 | – | Sell |
-728
| Closed | -$27.2K | – | 1641 |
|
|
2023
Q1 | $27.2K | Buy |
+728
| New | +$27.2K | ﹤0.01% | 767 |
|
|
2020
Q1 | – | Sell |
-142
| Closed | -$8K | – | 1334 |
|
|
2019
Q4 | $8K | Hold |
142
| – | – | ﹤0.01% | 558 |
|
|
2019
Q3 | $7K | Sell |
142
-74
| -34% | -$3.65K | ﹤0.01% | 252 |
|
|
2019
Q2 | $10K | Buy |
+216
| New | +$10K | ﹤0.01% | 255 |
|