EWA
EverSource Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Sell |
23,336
-177
| -0.8% | -$14.2K | 0.08% | 172 |
|
|
2025
Q1 | $1.69M | Buy |
23,513
+1,941
| +9% | +$139K | 0.09% | 172 |
|
|
2024
Q4 | $1.52M | Buy |
21,572
+855
| +4% | +$60.1K | 0.09% | 184 |
|
|
2024
Q3 | $1.17M | Sell |
20,717
-481
| -2% | -$27.2K | 0.07% | 196 |
|
|
2024
Q2 | $1.26M | Buy |
21,198
+2,876
| +16% | +$171K | 0.08% | 184 |
|
|
2024
Q1 | $1.09M | Sell |
18,322
-395
| -2% | -$23.4K | 0.09% | 172 |
|
|
2023
Q4 | $921K | Buy |
18,717
+723
| +4% | +$35.6K | 0.08% | 170 |
|
|
2023
Q3 | $735K | Sell |
17,994
-440
| -2% | -$18K | 0.08% | 183 |
|
|
2023
Q2 | $787K | Sell |
18,434
-481
| -3% | -$20.5K | 0.09% | 181 |
|
|
2023
Q1 | $707K | Buy |
18,915
+837
| +5% | +$31.3K | 0.09% | 174 |
|
|
2022
Q4 | $746K | Buy |
18,078
+3,377
| +23% | +$139K | 0.11% | 146 |
|
|
2022
Q3 | $590K | Sell |
14,701
-163
| -1% | -$6.54K | 0.14% | 151 |
|
|
2022
Q2 | $582K | Buy |
14,864
+2,380
| +19% | +$93.2K | 0.15% | 124 |
|
|
2022
Q1 | $605K | Sell |
12,484
-102
| -0.8% | -$4.94K | 0.15% | 129 |
|
|
2021
Q4 | $604K | Buy |
+12,586
| New | +$604K | 0.17% | 104 |
|