NWAG
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 | $1.37M | Buy |
17,079
+2,326
| +16% | +$186K | 0.3% | 73 |
|
|
2025
Q1 | $1.06M | Sell |
14,753
-3,409
| -19% | -$245K | 0.33% | 45 |
|
|
2024
Q4 | $1.28M | Buy |
18,162
+2,846
| +19% | +$200K | 0.39% | 41 |
|
|
2024
Q3 | $865K | Buy |
+15,316
| New | +$865K | 0.26% | 67 |
|