GWM
WFC icon

GDS Wealth Management’s Wells Fargo WFC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$233K Buy
2,914
+124
+4% +$9.94K 0.02% 155
2025
Q1
$200K Sell
2,790
-192
-6% -$13.8K 0.02% 165
2024
Q4
$209K Buy
+2,982
New +$209K 0.02% 164