OA
Operose Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.1K | Buy |
+1,000
| New | +$80.1K | 0.02% | 197 |
|
|
2024
Q4 | – | Sell |
-12,527
| Closed | -$708K | – | 644 |
|
|
2024
Q3 | $708K | Hold |
12,527
| – | – | 0.23% | 61 |
|
|
2024
Q2 | $744K | Hold |
12,527
| – | – | 0.26% | 50 |
|
|
2024
Q1 | $726K | Sell |
12,527
-699
| -5% | -$40.5K | 0.25% | 60 |
|
|
2023
Q4 | $651K | Sell |
13,226
-2,886
| -18% | -$142K | 0.26% | 45 |
|
|
2023
Q3 | $658K | Buy |
16,112
+3,386
| +27% | +$138K | 0.26% | 39 |
|
|
2023
Q2 | $543K | Buy |
12,726
+11,399
| +859% | +$487K | 0.25% | 41 |
|
|
2023
Q1 | $49.6K | Buy |
+1,327
| New | +$49.6K | 0.02% | 155 |
|
|
2022
Q2 | – | Sell |
-234
| Closed | -$11K | – | 324 |
|
|
2022
Q1 | $11K | Hold |
234
| – | – | 0.01% | 261 |
|
|
2021
Q4 | $11K | Buy |
+234
| New | +$11K | 0.01% | 254 |
|