Guardian Wealth Advisors (North Carolina)’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 | $626K | Buy |
7,812
+412
| +6% | +$33K | 0.04% | 175 |
|
|
2025
Q1 | $531K | Buy |
7,400
+62
| +0.8% | +$4.45K | 0.04% | 177 |
|
|
2024
Q4 | $515K | Sell |
7,338
-91
| -1% | -$6.39K | 0.04% | 186 |
|
|
2024
Q3 | $420K | Buy |
7,429
+121
| +2% | +$6.84K | 0.04% | 181 |
|
|
2024
Q2 | $434K | Sell |
7,308
-16
| -0.2% | -$950 | 0.05% | 171 |
|
|
2024
Q1 | $424K | Buy |
7,324
+901
| +14% | +$52.2K | 0.05% | 176 |
|
|
2023
Q4 | $316K | Buy |
6,423
+824
| +15% | +$40.6K | 0.05% | 187 |
|
|
2023
Q3 | $229K | Buy |
+5,599
| New | +$229K | 0.04% | 215 |
|
|
2023
Q1 | – | Sell |
-5,057
| Closed | -$209K | – | 423 |
|
|
2022
Q4 | $209K | Buy |
+5,057
| New | +$209K | 0.04% | 194 |
|