GWSA
Global Wealth Strategies & Associates’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.29K | Sell |
66
-127
| -66% | -$10.2K | ﹤0.01% | 260 |
|
|
2025
Q1 | $13.9K | Hold |
193
| – | – | ﹤0.01% | 218 |
|
|
2024
Q4 | $13.6K | Hold |
193
| – | – | ﹤0.01% | 200 |
|
|
2024
Q3 | $10.9K | Buy |
193
+66
| +52% | +$3.73K | ﹤0.01% | 188 |
|
|
2024
Q2 | $7.54K | Hold |
127
| – | – | ﹤0.01% | 193 |
|
|
2024
Q1 | $7.36K | Buy |
+127
| New | +$7.36K | ﹤0.01% | 198 |
|
|
2023
Q2 | – | Sell |
-46
| Closed | -$1.72K | – | 362 |
|
|
2023
Q1 | $1.72K | Buy |
+46
| New | +$1.72K | ﹤0.01% | 275 |
|