GA
Geller Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $235K | Buy |
+3,342
| New | +$235K | 0.02% | 233 |
|
|
2024
Q3 | – | Sell |
-3,450
| Closed | -$205K | – | 290 |
|
|
2024
Q2 | $205K | Buy |
+3,450
| New | +$205K | 0.02% | 260 |
|
|
2023
Q2 | – | Sell |
-5,677
| Closed | -$212K | – | 257 |
|
|
2023
Q1 | $212K | Buy |
+5,677
| New | +$212K | 0.03% | 166 |
|
|
2020
Q1 | – | Sell |
-3,923
| Closed | -$211K | – | 80 |
|
|
2019
Q4 | $211K | Buy |
+3,923
| New | +$211K | 0.06% | 53 |
|
|
2014
Q4 | – | Sell |
-7,094
| Closed | -$368K | – | 45 |
|
|
2014
Q3 | $368K | Buy |
+7,094
| New | +$368K | 0.21% | 24 |
|