EMAM
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 |
|