Fortis Group Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.7K | Hold |
620
| – | – | 0.01% | 242 |
|
|
2025
Q1 | $44.5K | Hold |
620
| – | – | 0.01% | 219 |
|
|
2024
Q4 | $43.5K | Hold |
620
| – | – | 0.01% | 219 |
|
|
2024
Q3 | $35K | Hold |
620
| – | – | 0.01% | 222 |
|
|
2024
Q2 | $36.8K | Sell |
620
-4,269
| -87% | -$254K | 0.01% | 215 |
|
|
2024
Q1 | $283K | Buy |
4,889
+3,649
| +294% | +$211K | 0.05% | 171 |
|
|
2023
Q4 | $61K | Buy |
1,240
+620
| +100% | +$30.5K | 0.02% | 165 |
|
|
2023
Q3 | $25.3K | Buy |
+620
| New | +$25.3K | 0.01% | 167 |
|
|
2020
Q3 | $14K | Buy |
+620
| New | +$14K | ﹤0.01% | 265 |
|