OWA
Outlook Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Buy |
3,759
+19
| +0.5% | +$1.52K | 0.08% | 227 |
|
|
2025
Q1 | $269K | Buy |
3,740
+50
| +1% | +$3.59K | 0.07% | 232 |
|
|
2024
Q4 | $259K | Buy |
3,690
+2
| +0.1% | +$140 | 0.07% | 226 |
|
|
2024
Q3 | $208K | Buy |
3,688
+39
| +1% | +$2.2K | 0.06% | 247 |
|
|
2024
Q2 | $217K | Buy |
3,649
+7
| +0.2% | +$416 | 0.07% | 250 |
|
|
2024
Q1 | $211K | Buy |
+3,642
| New | +$211K | 0.07% | 250 |
|