NWM
Northwest Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $979K | Sell |
12,218
-6
| -0% | -$481 | 0.18% | 72 |
|
|
2025
Q1 | $878K | Sell |
12,224
-2,622
| -18% | -$188K | 0.17% | 75 |
|
|
2024
Q4 | $1.04M | Buy |
14,846
+431
| +3% | +$30.3K | 0.22% | 68 |
|
|
2024
Q3 | $814K | Sell |
14,415
-156
| -1% | -$8.81K | 0.19% | 79 |
|
|
2024
Q2 | $865K | Sell |
14,571
-140
| -1% | -$8.32K | 0.22% | 74 |
|
|
2024
Q1 | $853K | Buy |
14,711
+104
| +0.7% | +$6.03K | 0.23% | 74 |
|
|
2023
Q4 | $719K | Sell |
14,607
-746
| -5% | -$36.7K | 0.22% | 76 |
|
|
2023
Q3 | $627K | Buy |
15,353
+839
| +6% | +$34.3K | 0.23% | 78 |
|
|
2023
Q2 | $619K | Sell |
14,514
-134
| -0.9% | -$5.72K | 0.22% | 78 |
|
|
2023
Q1 | $548K | Sell |
14,648
-829
| -5% | -$31K | 0.21% | 84 |
|
|
2022
Q4 | $639K | Sell |
15,477
-1,335
| -8% | -$55.1K | 0.27% | 75 |
|
|
2022
Q3 | $676K | Sell |
16,812
-175
| -1% | -$7.04K | 0.3% | 78 |
|
|
2022
Q2 | $665K | Buy |
16,987
+2,742
| +19% | +$107K | 0.29% | 80 |
|
|
2022
Q1 | $690K | Buy |
14,245
+438
| +3% | +$21.2K | 0.34% | 72 |
|
|
2021
Q4 | $662K | Buy |
13,807
+4,926
| +55% | +$236K | 0.31% | 69 |
|
|
2021
Q3 | $412K | Sell |
8,881
-469
| -5% | -$21.8K | 0.2% | 83 |
|
|
2021
Q2 | $423K | Sell |
9,350
-35
| -0.4% | -$1.58K | 0.22% | 81 |
|
|
2021
Q1 | $367K | Sell |
9,385
-44
| -0.5% | -$1.72K | 0.23% | 84 |
|
|
2020
Q4 | $285K | Buy |
+9,429
| New | +$285K | 0.2% | 92 |
|
|
2020
Q3 | – | Sell |
-8,402
| Closed | -$215K | – | 99 |
|
|
2020
Q2 | $215K | Buy |
+8,402
| New | +$215K | 0.19% | 92 |
|
|
2020
Q1 | – | Sell |
-5,815
| Closed | -$313K | – | 113 |
|
|
2019
Q4 | $313K | Sell |
5,815
-2,439
| -30% | -$131K | 0.29% | 74 |
|
|
2019
Q3 | $416K | Sell |
8,254
-105
| -1% | -$5.29K | 0.34% | 76 |
|
|
2019
Q2 | $396K | Sell |
8,359
-124
| -1% | -$5.87K | 0.32% | 76 |
|
|
2019
Q1 | $410K | Sell |
8,483
-85
| -1% | -$4.11K | 0.31% | 71 |
|
|
2018
Q4 | $395K | Sell |
8,568
-1,999
| -19% | -$92.2K | 0.33% | 68 |
|
|
2018
Q3 | $555K | Hold |
10,567
| – | – | 0.42% | 59 |
|
|
2018
Q2 | $586K | Sell |
10,567
-548
| -5% | -$30.4K | 0.44% | 56 |
|
|
2018
Q1 | $582K | Sell |
11,115
-276
| -2% | -$14.5K | 0.43% | 56 |
|
|
2017
Q4 | $691K | Buy |
11,391
+3,877
| +52% | +$235K | 0.56% | 48 |
|
|
2017
Q3 | $414K | Sell |
7,514
-5,414
| -42% | -$298K | 0.58% | 40 |
|
|
2017
Q2 | $716K | Buy |
12,928
+1
| +0% | +$55 | 0.65% | 39 |
|
|
2017
Q1 | $720K | Sell |
12,927
-389
| -3% | -$21.7K | 0.67% | 37 |
|
|
2016
Q4 | $734K | Buy |
+13,316
| New | +$734K | 0.75% | 34 |
|