FOA
Five Oceans Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Sell |
3,723
-505
| -12% | -$40.5K | 0.13% | 115 |
|
|
2025
Q1 | $304K | Buy |
4,228
+567
| +15% | +$40.7K | 0.15% | 97 |
|
|
2024
Q4 | $257K | Sell |
3,661
-867
| -19% | -$60.9K | 0.12% | 122 |
|
|
2024
Q3 | $256K | Sell |
4,528
-1,091
| -19% | -$61.6K | 0.12% | 147 |
|
|
2024
Q2 | $334K | Buy |
5,619
+1,216
| +28% | +$72.2K | 0.17% | 97 |
|
|
2024
Q1 | $255K | Buy |
4,403
+17
| +0.4% | +$985 | 0.13% | 147 |
|
|
2023
Q4 | $216K | Buy |
+4,386
| New | +$216K | 0.12% | 153 |
|