High Net Worth Advisory Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Buy |
+4,700
| New | +$377K | 0.1% | 154 |
|
|
2023
Q1 | – | Sell |
-1,187
| Closed | -$49K | – | 583 |
|
|
2022
Q4 | $49K | Hold |
1,187
| – | – | 0.02% | 329 |
|
|
2022
Q3 | $48K | Buy |
1,187
+1
| +0.1% | +$40 | 0.02% | 334 |
|
|
2022
Q2 | $46K | Buy |
1,186
+1
| +0.1% | +$39 | 0.02% | 338 |
|
|
2022
Q1 | $57K | Hold |
1,185
| – | – | 0.02% | 324 |
|
|
2021
Q4 | $57K | Buy |
+1,185
| New | +$57K | 0.02% | 332 |
|