NEWAS
N.E.W. Advisory Services’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Sell |
28,181
-1,655
| -6% | -$133K | 0.22% | 49 |
|
|
2025
Q1 | $2.14M | Buy |
29,836
+1,420
| +5% | +$102K | 0.16% | 64 |
|
|
2024
Q4 | $2M | Sell |
28,416
-174
| -0.6% | -$12.2K | 0.19% | 63 |
|
|
2024
Q3 | $1.62M | Buy |
28,590
+123
| +0.4% | +$6.95K | 0.16% | 61 |
|
|
2024
Q2 | $1.69M | Buy |
28,467
+267
| +0.9% | +$15.9K | 0.18% | 58 |
|
|
2024
Q1 | $1.63M | Buy |
28,200
+125
| +0.4% | +$7.25K | 0.18% | 60 |
|
|
2023
Q4 | $1.38M | Buy |
28,075
+135
| +0.5% | +$6.65K | 0.17% | 60 |
|
|
2023
Q3 | $1.14M | Buy |
27,940
+264
| +1% | +$10.8K | 0.16% | 66 |
|
|
2023
Q2 | $1.18M | Buy |
27,676
+1,427
| +5% | +$60.9K | 0.16% | 53 |
|
|
2023
Q1 | $981K | Buy |
26,249
+754
| +3% | +$28.2K | 0.14% | 57 |
|
|
2022
Q4 | $1.05M | Buy |
25,495
+99
| +0.4% | +$4.09K | 0.16% | 54 |
|
|
2022
Q3 | $1.02M | Buy |
25,396
+1,315
| +5% | +$52.9K | 0.19% | 51 |
|
|
2022
Q2 | $943K | Sell |
24,081
-733
| -3% | -$28.7K | 0.16% | 58 |
|
|
2022
Q1 | $969K | Buy |
24,814
+2,415
| +11% | +$94.3K | 0.18% | 55 |
|
|
2021
Q4 | $1.08M | Sell |
22,399
-223
| -1% | -$10.7K | 0.16% | 56 |
|
|
2021
Q3 | $1.05M | Buy |
22,622
+179
| +0.8% | +$8.31K | 0.17% | 55 |
|
|
2021
Q2 | $1.02M | Buy |
22,443
+179
| +0.8% | +$8.1K | 0.17% | 56 |
|
|
2021
Q1 | $881K | Sell |
22,264
-3,243
| -13% | -$128K | 0.17% | 60 |
|
|
2020
Q4 | $770K | Sell |
25,507
-1,293
| -5% | -$39K | 0.16% | 62 |
|
|
2020
Q3 | $630K | Buy |
26,800
+982
| +4% | +$23.1K | 0.18% | 54 |
|
|
2020
Q2 | $661K | Buy |
+25,818
| New | +$661K | 0.21% | 48 |
|
|
2019
Q4 | $315K | Buy |
+5,869
| New | +$315K | 0.1% | 69 |
|