New England Capital Financial Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $70.3K | Hold |
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|
2025
Q2 | $67.2K | Hold |
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|
2025
Q1 | $60.2K | Sell |
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|
2024
Q4 | $73.4K | Sell |
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|
2024
Q3 | $61.7K | Sell |
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|
2024
Q2 | $70.7K | Sell |
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|
2024
Q1 | $79.1K | Sell |
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|
2023
Q4 | $71.9K | Buy |
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|
2023
Q3 | $59.3K | Buy |
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|
2023
Q2 | $61.4K | Buy |
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|
2023
Q1 | $53.4K | Buy |
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|
2022
Q4 | $55.9K | Buy |
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