New Wave Wealth 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
$378K Hold
2025
Q2
$378K Sell
2025
Q1
$342K Sell
2024
Q4
$472K Sell
2024
Q3
$399K Buy
2024
Q2
$414K Buy