FTWA
Fifth Third Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.21M | Buy |
64,985
+11,305
| +21% | +$906K | 0.22% | 79 |
|
|
2025
Q1 | $3.85M | Buy |
53,680
+4,379
| +9% | +$314K | 0.2% | 81 |
|
|
2024
Q4 | $3.46M | Buy |
49,301
+3,520
| +8% | +$247K | 0.19% | 82 |
|
|
2024
Q3 | $2.59M | Buy |
45,781
+3,512
| +8% | +$198K | 0.16% | 94 |
|
|
2024
Q2 | $2.51M | Buy |
42,269
+31,941
| +309% | +$1.9M | 0.19% | 74 |
|
|
2024
Q1 | $599K | Sell |
10,328
-1,252
| -11% | -$72.6K | 0.09% | 142 |
|
|
2023
Q4 | $570K | Buy |
11,580
+1,386
| +14% | +$68.2K | 0.19% | 108 |
|
|
2023
Q3 | $417K | Buy |
10,194
+2,350
| +30% | +$96K | 0.17% | 119 |
|
|
2023
Q2 | $335K | Buy |
+7,844
| New | +$335K | 0.22% | 108 |
|