EWM
Empirical Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
29,610
+799
| +3% | +$64K | 0.05% | 211 |
|
|
2025
Q1 | $2.07M | Buy |
28,811
+6,053
| +27% | +$435K | 0.05% | 206 |
|
|
2024
Q4 | $1.6M | Buy |
22,758
+1,253
| +6% | +$88K | 0.04% | 221 |
|
|
2024
Q3 | $1.21M | Buy |
21,505
+1,975
| +10% | +$112K | 0.03% | 246 |
|
|
2024
Q2 | $1.16M | Buy |
19,530
+9,570
| +96% | +$568K | 0.03% | 247 |
|
|
2024
Q1 | $577K | Buy |
9,960
+2,495
| +33% | +$145K | 0.02% | 325 |
|
|
2023
Q4 | $367K | Buy |
7,465
+1,232
| +20% | +$60.6K | 0.01% | 363 |
|
|
2023
Q3 | $255K | Buy |
6,233
+992
| +19% | +$40.5K | 0.01% | 402 |
|
|
2023
Q2 | $224K | Sell |
5,241
-1,809
| -26% | -$77.2K | 0.01% | 425 |
|
|
2023
Q1 | $264K | Buy |
7,050
+1,710
| +32% | +$63.9K | 0.01% | 411 |
|
|
2022
Q4 | $220K | Sell |
5,340
-3,177
| -37% | -$131K | 0.01% | 419 |
|
|
2022
Q3 | $343K | Buy |
+8,517
| New | +$343K | 0.02% | 350 |
|
|
2022
Q2 | – | Sell |
-5,636
| Closed | -$273K | – | 534 |
|
|
2022
Q1 | $273K | Buy |
+5,636
| New | +$273K | 0.01% | 420 |
|
|
2021
Q3 | – | Sell |
-6,707
| Closed | -$304K | – | 483 |
|
|
2021
Q2 | $304K | Buy |
+6,707
| New | +$304K | 0.02% | 367 |
|
|
2020
Q3 | – | Sell |
-14,525
| Closed | -$372K | – | 363 |
|
|
2020
Q2 | $372K | Buy |
14,525
+5,821
| +67% | +$149K | 0.03% | 249 |
|
|
2020
Q1 | $250K | Sell |
8,704
-5,616
| -39% | -$161K | 0.03% | 265 |
|
|
2019
Q4 | $770K | Buy |
14,320
+7,865
| +122% | +$423K | 0.08% | 141 |
|
|
2019
Q3 | $326K | Buy |
6,455
+1,191
| +23% | +$60.2K | 0.04% | 220 |
|
|
2019
Q2 | $249K | Buy |
5,264
+311
| +6% | +$14.7K | 0.03% | 220 |
|
|
2019
Q1 | $239K | Buy |
+4,953
| New | +$239K | 0.03% | 211 |
|