GAG
GM Advisory Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Buy |
33,408
+6,081
| +22% | +$487K | 0.13% | 79 |
|
|
2025
Q1 | $1.96M | Buy |
27,327
+196
| +0.7% | +$14.1K | 0.11% | 84 |
|
|
2024
Q4 | $1.91M | Buy |
27,131
+10,002
| +58% | +$703K | 0.11% | 87 |
|
|
2024
Q3 | $968K | Buy |
17,129
+272
| +2% | +$15.4K | 0.06% | 114 |
|
|
2024
Q2 | $1M | Sell |
16,857
-67
| -0.4% | -$3.98K | 0.06% | 114 |
|
|
2024
Q1 | $981K | Buy |
16,924
+147
| +0.9% | +$8.52K | 0.07% | 113 |
|
|
2023
Q4 | $826K | Buy |
16,777
+451
| +3% | +$22.2K | 0.06% | 108 |
|
|
2023
Q3 | $667K | Sell |
16,326
-649
| -4% | -$26.5K | 0.05% | 102 |
|
|
2023
Q2 | $724K | Buy |
16,975
+51
| +0.3% | +$2.18K | 0.06% | 100 |
|
|
2023
Q1 | $633K | Buy |
16,924
+76
| +0.5% | +$2.84K | 0.06% | 107 |
|
|
2022
Q4 | $696K | Sell |
16,848
-36
| -0.2% | -$1.49K | 0.07% | 93 |
|
|
2022
Q3 | $679K | Buy |
16,884
+179
| +1% | +$7.2K | 0.09% | 89 |
|
|
2022
Q2 | $654K | Hold |
16,705
| – | – | 0.1% | 95 |
|
|
2022
Q1 | $810K | Buy |
16,705
+46
| +0.3% | +$2.23K | 0.1% | 100 |
|
|
2021
Q4 | $799K | Buy |
16,659
+105
| +0.6% | +$5.04K | 0.07% | 106 |
|
|
2021
Q3 | $768K | Buy |
16,554
+300
| +2% | +$13.9K | 0.08% | 105 |
|
|
2021
Q2 | $736K | Buy |
16,254
+4
| +0% | +$181 | 0.08% | 105 |
|
|
2021
Q1 | $635K | Buy |
+16,250
| New | +$635K | 0.08% | 107 |
|
|
2018
Q2 | – | Sell |
-5,439
| Closed | -$285K | – | 129 |
|
|
2018
Q1 | $285K | Sell |
5,439
-1,700
| -24% | -$89.1K | 0.09% | 93 |
|
|
2017
Q4 | $433K | Hold |
7,139
| – | – | 0.12% | 72 |
|
|
2017
Q3 | $394K | Sell |
7,139
-2,601
| -27% | -$144K | 0.12% | 72 |
|
|
2017
Q2 | $540K | Sell |
9,740
-2,113
| -18% | -$117K | 0.17% | 59 |
|
|
2017
Q1 | $660K | Buy |
11,853
+176
| +2% | +$9.8K | 0.23% | 52 |
|
|
2016
Q4 | $644K | Buy |
+11,677
| New | +$644K | 0.23% | 52 |
|
|
2016
Q1 | – | Sell |
-10,364
| Closed | -$563K | – | 59 |
|
|
2015
Q4 | $563K | Buy |
+10,364
| New | +$563K | 0.28% | 33 |
|