Prosperity Consulting Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $828K | Buy |
10,329
+497
| +5% | +$39.8K | 0.06% | 255 |
|
|
2025
Q1 | $706K | Buy |
9,832
+3,460
| +54% | +$248K | 0.05% | 262 |
|
|
2024
Q4 | $448K | Buy |
6,372
+1,290
| +25% | +$90.6K | 0.03% | 329 |
|
|
2024
Q3 | $287K | Buy |
5,082
+89
| +2% | +$5.03K | 0.02% | 381 |
|
|
2024
Q2 | $297K | Buy |
4,993
+349
| +8% | +$20.7K | 0.04% | 258 |
|
|
2024
Q1 | $269K | Buy |
4,644
+578
| +14% | +$33.5K | 0.03% | 286 |
|
|
2023
Q4 | $200K | Buy |
+4,066
| New | +$200K | 0.07% | 197 |
|