Moss Adams Wealth Advisors’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 | $929K | Sell |
11,589
-137
| -1% | -$11K | 0.08% | 86 |
|
|
2025
Q1 | $842K | Sell |
11,726
-674
| -5% | -$48.4K | 0.09% | 76 |
|
|
2024
Q4 | $871K | Buy |
12,400
+1,692
| +16% | +$119K | 0.09% | 69 |
|
|
2024
Q3 | $605K | Buy |
10,708
+3,344
| +45% | +$189K | 0.07% | 86 |
|
|
2024
Q2 | $437K | Buy |
7,364
+1,830
| +33% | +$109K | 0.06% | 92 |
|
|
2024
Q1 | $321K | Buy |
+5,534
| New | +$321K | 0.05% | 102 |
|