NWWA
New Wave Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Sell |
4,718
-47
| -1% | -$3.77K | 0.16% | 83 |
|
|
2025
Q1 | $342K | Sell |
4,765
-1,953
| -29% | -$140K | 0.15% | 86 |
|
|
2024
Q4 | $472K | Sell |
6,718
-338
| -5% | -$23.7K | 0.19% | 71 |
|
|
2024
Q3 | $399K | Buy |
7,056
+81
| +1% | +$4.58K | 0.18% | 79 |
|
|
2024
Q2 | $414K | Buy |
+6,975
| New | +$414K | 0.22% | 71 |
|