FSA
Financial Security Advisor’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Buy |
3,925
+86
| +2% | +$6.89K | 0.07% | 96 |
|
|
2025
Q1 | $276K | Buy |
3,839
+96
| +3% | +$6.89K | 0.07% | 94 |
|
|
2024
Q4 | $263K | Sell |
3,743
-100
| -3% | -$7.02K | 0.07% | 97 |
|
|
2024
Q3 | $217K | Sell |
3,843
-261
| -6% | -$14.7K | 0.05% | 106 |
|
|
2024
Q2 | $244K | Buy |
4,104
+13
| +0.3% | +$772 | 0.08% | 92 |
|
|
2024
Q1 | $237K | Buy |
4,091
+13
| +0.3% | +$754 | 0.08% | 93 |
|
|
2023
Q4 | $201K | Buy |
+4,078
| New | +$201K | 0.08% | 97 |
|