EA
Everpar Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $678K | Buy |
8,467
+1,195
| +16% | +$95.7K | 0.31% | 73 |
|
|
2025
Q1 | $522K | Buy |
7,272
+72
| +1% | +$5.17K | 0.28% | 92 |
|
|
2024
Q4 | $506K | Sell |
7,200
-737
| -9% | -$51.8K | 0.26% | 107 |
|
|
2024
Q3 | $448K | Sell |
7,937
-207
| -3% | -$11.7K | 0.23% | 134 |
|
|
2024
Q2 | $484K | Buy |
8,144
+536
| +7% | +$31.8K | 0.24% | 124 |
|
|
2024
Q1 | $441K | Sell |
7,608
-10,559
| -58% | -$612K | 0.27% | 126 |
|
|
2023
Q4 | $894K | Buy |
+18,167
| New | +$894K | 0.42% | 78 |
|