FSA
Fort Sheridan Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Sell |
23,470
-95
| -0.4% | -$7.61K | 0.27% | 68 |
|
|
2025
Q1 | $1.69M | Sell |
23,565
-415
| -2% | -$29.8K | 0.26% | 70 |
|
|
2024
Q4 | $1.68M | Sell |
23,980
-775
| -3% | -$54.4K | 0.25% | 73 |
|
|
2024
Q3 | $1.4M | Sell |
24,755
-825
| -3% | -$46.6K | 0.21% | 79 |
|
|
2024
Q2 | $1.52M | Buy |
25,580
+4,835
| +23% | +$287K | 0.25% | 73 |
|
|
2024
Q1 | $1.2M | Sell |
20,745
-9,040
| -30% | -$524K | 0.23% | 77 |
|
|
2023
Q4 | $1.47M | Hold |
29,785
| – | – | 0.29% | 63 |
|
|
2023
Q3 | $1.22M | Buy |
29,785
+15,000
| +101% | +$613K | 0.28% | 65 |
|
|
2023
Q2 | $631K | Hold |
14,785
| – | – | 0.14% | 101 |
|
|
2023
Q1 | $553K | Buy |
14,785
+3,100
| +27% | +$116K | 0.14% | 105 |
|
|
2022
Q4 | $482K | Sell |
11,685
-350
| -3% | -$14.5K | 0.16% | 108 |
|
|
2022
Q3 | $484K | Sell |
12,035
-1,100
| -8% | -$44.2K | 0.16% | 103 |
|
|
2022
Q2 | $514K | Sell |
13,135
-810
| -6% | -$31.7K | 0.17% | 97 |
|
|
2022
Q1 | $676K | Buy |
13,945
+950
| +7% | +$46.1K | 0.2% | 88 |
|
|
2021
Q4 | $624K | Buy |
12,995
+100
| +0.8% | +$4.8K | 0.18% | 94 |
|
|
2021
Q3 | $598K | Sell |
12,895
-776
| -6% | -$36K | 0.2% | 93 |
|
|
2021
Q2 | $619K | Buy |
13,671
+1,175
| +9% | +$53.2K | 0.21% | 89 |
|
|
2021
Q1 | $488K | Buy |
12,496
+2,756
| +28% | +$108K | 0.19% | 80 |
|
|
2020
Q4 | $294K | Sell |
9,740
-480
| -5% | -$14.5K | 0.14% | 95 |
|
|
2020
Q3 | $240K | Sell |
10,220
-6,766
| -40% | -$159K | 0.14% | 92 |
|
|
2020
Q2 | $435K | Sell |
16,986
-684
| -4% | -$17.5K | 0.27% | 54 |
|
|
2020
Q1 | $507K | Sell |
17,670
-450
| -2% | -$12.9K | 0.37% | 42 |
|
|
2019
Q4 | $975K | Buy |
18,120
+4,050
| +29% | +$218K | 0.52% | 32 |
|
|
2019
Q3 | $710K | Sell |
14,070
-100
| -0.7% | -$5.05K | 0.4% | 36 |
|
|
2019
Q2 | $671K | Buy |
14,170
+550
| +4% | +$26K | 0.39% | 39 |
|
|
2019
Q1 | $658K | Buy |
13,620
+30
| +0.2% | +$1.45K | 0.43% | 34 |
|
|
2018
Q4 | $626K | Buy |
+13,590
| New | +$626K | 0.44% | 31 |
|