FWM
Finer Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Sell |
3,264
-62
| -2% | -$4.97K | 0.14% | 79 |
|
|
2025
Q1 | $239K | Sell |
3,326
-56
| -2% | -$4.02K | 0.14% | 78 |
|
|
2024
Q4 | $238K | Buy |
+3,382
| New | +$238K | 0.14% | 78 |
|
|
2024
Q3 | – | Sell |
-3,551
| Closed | -$211K | – | 81 |
|
|
2024
Q2 | $211K | Sell |
3,551
-30
| -0.8% | -$1.78K | 0.14% | 71 |
|
|
2024
Q1 | $208K | Sell |
3,581
-1,029
| -22% | -$59.6K | 0.14% | 74 |
|
|
2023
Q4 | $227K | Sell |
4,610
-1,233
| -21% | -$60.7K | 0.17% | 74 |
|
|
2023
Q3 | $239K | Buy |
5,843
+353
| +6% | +$14.4K | 0.19% | 71 |
|
|
2023
Q2 | $234K | Sell |
5,490
-40
| -0.7% | -$1.71K | 0.18% | 78 |
|
|
2023
Q1 | $207K | Buy |
+5,530
| New | +$207K | 0.17% | 80 |
|