Global Assets Advisory’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 | $597K | Buy |
+7,330
| New | +$597K | 0.23% | 98 |
|
|
2025
Q1 | – | Sell |
-7,051
| Closed | -$495K | – | 269 |
|
|
2024
Q4 | $495K | Sell |
7,051
-627
| -8% | -$44K | 0.27% | 87 |
|
|
2024
Q3 | $425K | Buy |
7,678
+602
| +9% | +$33.3K | 0.23% | 95 |
|
|
2024
Q2 | $420K | Sell |
7,076
-38,436
| -84% | -$2.28M | 0.67% | 30 |
|
|
2024
Q1 | $790K | Buy |
+45,512
| New | +$790K | 0.04% | 264 |
|