GFG
Goldstone Financial Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Sell |
2,902
-322
| -10% | -$26.9K | 0.03% | 188 |
|
|
2025
Q1 | $231K | Buy |
3,224
+1
| +0% | +$72 | 0.04% | 185 |
|
|
2024
Q4 | $226K | Buy |
+3,223
| New | +$226K | 0.04% | 187 |
|
|
2024
Q3 | – | Sell |
-3,899
| Closed | -$232K | – | 202 |
|
|
2024
Q2 | $232K | Buy |
3,899
+431
| +12% | +$25.6K | 0.05% | 166 |
|
|
2024
Q1 | $201K | Buy |
+3,468
| New | +$201K | 0.05% | 164 |
|