PSP
Pacific Sage Partners’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Buy |
3,348
+77
| +2% | +$6.17K | 0.05% | 90 |
|
|
2025
Q1 | $235K | Buy |
3,271
+2
| +0.1% | +$144 | 0.05% | 91 |
|
|
2024
Q4 | $230K | Buy |
+3,269
| New | +$230K | 0.05% | 90 |
|
|
2024
Q3 | – | Sell |
-3,388
| Closed | -$201K | – | 109 |
|
|
2024
Q2 | $201K | Buy |
+3,388
| New | +$201K | 0.05% | 97 |
|