PGAM
Princeton Global Asset Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.9K | Buy |
499
+298
| +148% | +$23.9K | 0.01% | 338 |
|
|
2025
Q1 | $14.4K | Buy |
201
+1
| +0.5% | +$72 | ﹤0.01% | 428 |
|
|
2024
Q4 | $14K | Buy |
200
+1
| +0.5% | +$70 | ﹤0.01% | 454 |
|
|
2024
Q3 | $11.2K | Sell |
199
-302
| -60% | -$17K | ﹤0.01% | 487 |
|
|
2024
Q2 | $29.8K | Buy |
501
+305
| +156% | +$18.1K | 0.01% | 351 |
|
|
2024
Q1 | $11.4K | Buy |
196
+1
| +0.5% | +$58 | ﹤0.01% | 423 |
|
|
2023
Q4 | $9.62K | Buy |
195
+1
| +0.5% | +$49 | ﹤0.01% | 442 |
|
|
2023
Q3 | $7.93K | Buy |
194
+1
| +0.5% | +$41 | ﹤0.01% | 428 |
|
|
2023
Q2 | $8.22K | Buy |
193
+2
| +1% | +$85 | ﹤0.01% | 429 |
|
|
2023
Q1 | $7.15K | Buy |
191
+1
| +0.5% | +$37 | ﹤0.01% | 442 |
|
|
2022
Q4 | $8K | Buy |
190
+1
| +0.5% | +$42 | ﹤0.01% | 421 |
|
|
2022
Q3 | $8K | Buy |
189
+1
| +0.5% | +$42 | ﹤0.01% | 415 |
|
|
2022
Q2 | $7K | Buy |
188
+1
| +0.5% | +$37 | ﹤0.01% | 440 |
|
|
2022
Q1 | $9K | Buy |
187
+54
| +41% | +$2.6K | ﹤0.01% | 463 |
|
|
2021
Q4 | $6K | Hold |
133
| – | – | ﹤0.01% | 445 |
|
|
2021
Q3 | $6K | Hold |
133
| – | – | ﹤0.01% | 442 |
|
|
2021
Q2 | $6K | Hold |
133
| – | – | ﹤0.01% | 454 |
|
|
2021
Q1 | $5K | Hold |
133
| – | – | ﹤0.01% | 431 |
|
|
2020
Q4 | $4K | Hold |
133
| – | – | ﹤0.01% | 437 |
|
|
2020
Q3 | $3K | Hold |
133
| – | – | ﹤0.01% | 409 |
|
|
2020
Q2 | $3K | Sell |
133
-10
| -7% | -$226 | ﹤0.01% | 476 |
|
|
2020
Q1 | $4K | Sell |
143
-1,128
| -89% | -$31.6K | ﹤0.01% | 443 |
|
|
2019
Q4 | $68 | Buy |
+1,271
| New | +$68 | 0.03% | 217 |
|