PCH
PGIM Custom Harvest’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Sell |
3,011
-1,214
| -29% | -$97.3K | 0.01% | 221 |
|
|
2025
Q1 | $303K | Buy |
4,225
+142
| +3% | +$10.2K | 0.01% | 192 |
|
|
2024
Q4 | $287K | Buy |
+4,083
| New | +$287K | 0.01% | 206 |
|
|
2023
Q2 | – | Sell |
-6,945
| Closed | -$260K | – | 206 |
|
|
2023
Q1 | $260K | Buy |
6,945
+76
| +1% | +$2.84K | 0.01% | 171 |
|
|
2022
Q4 | $284K | Buy |
+6,869
| New | +$284K | 0.01% | 172 |
|
|
2021
Q3 | $254K | Buy |
5,476
+17
| +0.3% | +$789 | 0.04% | 171 |
|
|
2021
Q2 | $247K | Buy |
5,459
+56
| +1% | +$2.53K | 0.05% | 155 |
|
|
2021
Q1 | $211K | Buy |
+5,403
| New | +$211K | 0.05% | 152 |
|