PDL
Portfolio Design Labs’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
13,901
-15,361
| -52% | -$1.23M | 0.22% | 78 |
|
|
2025
Q1 | $2.1M | Sell |
29,262
-38,896
| -57% | -$2.79M | 0.43% | 71 |
|
|
2024
Q4 | $4.79M | Buy |
68,158
+11,844
| +21% | +$832K | 0.98% | 22 |
|
|
2024
Q3 | $3.18M | Buy |
56,314
+16,428
| +41% | +$928K | 0.89% | 28 |
|
|
2024
Q2 | $2.37M | Buy |
39,886
+4,110
| +11% | +$244K | 0.73% | 58 |
|
|
2024
Q1 | $2.07M | Buy |
+35,776
| New | +$2.07M | 0.7% | 62 |
|