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Encompass More Asset Management’s Wells Fargo WFC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$439K Sell
5,476
-3,448
-39% -$276K 0.1% 129
2025
Q1
$641K Sell
8,924
-388
-4% -$27.9K 0.19% 102
2024
Q4
$654K Buy
9,312
+1,605
+21% +$113K 0.22% 86
2024
Q3
$435K Buy
7,707
+1,771
+30% +$100K 0.17% 106
2024
Q2
$353K Buy
5,936
+512
+9% +$30.4K 0.25% 63
2024
Q1
$314K Buy
+5,424
New +$314K 0.26% 66