GCA
Gradient Capital Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Buy |
4,720
+580
| +14% | +$46.5K | 0.11% | 115 |
|
|
2025
Q1 | $297K | Buy |
4,140
+14
| +0.3% | +$1.01K | 0.1% | 126 |
|
|
2024
Q4 | $290K | Sell |
4,126
-152
| -4% | -$10.7K | 0.09% | 124 |
|
|
2024
Q3 | $242K | Buy |
4,278
+18
| +0.4% | +$1.02K | 0.08% | 138 |
|
|
2024
Q2 | $253K | Buy |
4,260
+16
| +0.4% | +$950 | 0.09% | 130 |
|
|
2024
Q1 | $246K | Buy |
4,244
+17
| +0.4% | +$985 | 0.09% | 128 |
|
|
2023
Q4 | $208K | Buy |
+4,227
| New | +$208K | 0.08% | 138 |
|