PAG
Powers Advisory Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Sell |
3,434
-18
| -0.5% | -$1.44K | 0.12% | 98 |
|
|
2025
Q1 | $248K | Buy |
3,452
+11
| +0.3% | +$790 | 0.12% | 98 |
|
|
2024
Q4 | $242K | Buy |
+3,441
| New | +$242K | 0.12% | 94 |
|
|
2024
Q3 | – | Sell |
-3,917
| Closed | -$233K | – | 101 |
|
|
2024
Q2 | $233K | Sell |
3,917
-565
| -13% | -$33.6K | 0.13% | 89 |
|
|
2024
Q1 | $260K | Sell |
4,482
-1,047
| -19% | -$60.7K | 0.15% | 87 |
|
|
2023
Q4 | $272K | Buy |
5,529
+28
| +0.5% | +$1.38K | 0.17% | 80 |
|
|
2023
Q3 | $225K | Buy |
5,501
+30
| +0.5% | +$1.23K | 0.15% | 85 |
|
|
2023
Q2 | $233K | Sell |
5,471
-88
| -2% | -$3.76K | 0.15% | 85 |
|
|
2023
Q1 | $208K | Buy |
5,559
+24
| +0.4% | +$897 | 0.15% | 90 |
|
|
2022
Q4 | $229K | Buy |
5,535
+24
| +0.4% | +$991 | 0.17% | 86 |
|
|
2022
Q3 | $222K | Sell |
5,511
-244
| -4% | -$9.83K | 0.18% | 83 |
|
|
2022
Q2 | $225K | Sell |
5,755
-90
| -2% | -$3.52K | 0.17% | 86 |
|
|
2022
Q1 | $283K | Sell |
5,845
-491
| -8% | -$23.8K | 0.2% | 84 |
|
|
2021
Q4 | $304K | Buy |
+6,336
| New | +$304K | 0.21% | 81 |
|