IDA
Intelligence Driven Advisers’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $946K | Buy |
11,805
+3,861
| +49% | +$309K | 0.14% | 48 |
|
|
2025
Q1 | $570K | Sell |
7,944
-341
| -4% | -$24.5K | 0.11% | 52 |
|
|
2024
Q4 | $582K | Buy |
8,285
+106
| +1% | +$7.45K | 0.11% | 51 |
|
|
2024
Q3 | $462K | Buy |
8,179
+794
| +11% | +$44.9K | 0.07% | 67 |
|
|
2024
Q2 | $439K | Buy |
+7,385
| New | +$439K | 0.06% | 68 |
|
|
2023
Q4 | – | Sell |
-5,522
| Closed | -$215K | – | 105 |
|
|
2023
Q3 | $215K | Buy |
5,522
+740
| +15% | +$28.8K | 0.04% | 78 |
|
|
2023
Q2 | $205K | Sell |
4,782
-2,014
| -30% | -$86.4K | 0.04% | 90 |
|
|
2023
Q1 | $251K | Buy |
6,796
+591
| +10% | +$21.8K | 0.05% | 78 |
|
|
2022
Q4 | $266K | Buy |
6,205
+432
| +7% | +$18.5K | 0.05% | 80 |
|
|
2022
Q3 | $244K | Buy |
+5,773
| New | +$244K | 0.05% | 95 |
|
|
2022
Q1 | – | Sell |
-3,881
| Closed | -$208K | – | 97 |
|
|
2021
Q4 | $208K | Buy |
+3,881
| New | +$208K | 0.04% | 84 |
|