PS
Planned Solutions’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
3,290
-150
| -4% | -$12K | 0.1% | 96 |
|
|
2025
Q1 | $247K | Buy |
3,440
+300
| +10% | +$21.5K | 0.1% | 97 |
|
|
2024
Q4 | $221K | Sell |
3,140
-4
| -0.1% | -$281 | 0.09% | 103 |
|
|
2024
Q3 | $178K | Buy |
+3,144
| New | +$178K | 0.07% | 126 |
|
|
2024
Q1 | – | Sell |
-2,895
| Closed | -$142K | – | 560 |
|
|
2023
Q4 | $142K | Buy |
+2,895
| New | +$142K | 0.07% | 127 |
|
|
2021
Q1 | – | Sell |
-900
| Closed | -$27K | – | 413 |
|
|
2020
Q4 | $27K | Hold |
900
| – | – | 0.02% | 260 |
|
|
2020
Q3 | $21K | Buy |
+900
| New | +$21K | 0.02% | 216 |
|