SMA
Sage Mountain Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
20,449
+2,084
| +11% | +$167K | 0.11% | 89 |
|
|
2025
Q1 | $1.32M | Buy |
18,365
+14
| +0.1% | +$1.01K | 0.1% | 95 |
|
|
2024
Q4 | $1.29M | Buy |
18,351
+2,183
| +14% | +$153K | 0.09% | 96 |
|
|
2024
Q3 | $913K | Buy |
16,168
+331
| +2% | +$18.7K | 0.08% | 119 |
|
|
2024
Q2 | $941K | Buy |
15,837
+4,353
| +38% | +$259K | 0.09% | 103 |
|
|
2024
Q1 | $666K | Buy |
11,484
+2,075
| +22% | +$120K | 0.07% | 124 |
|
|
2023
Q4 | $463K | Sell |
9,409
-59
| -0.6% | -$2.9K | 0.05% | 140 |
|
|
2023
Q3 | $387K | Buy |
9,468
+516
| +6% | +$21.1K | 0.05% | 148 |
|
|
2023
Q2 | $382K | Sell |
8,952
-1,294
| -13% | -$55.2K | 0.05% | 146 |
|
|
2023
Q1 | $383K | Buy |
10,246
+4,142
| +68% | +$155K | 0.06% | 133 |
|
|
2022
Q4 | $252K | Buy |
+6,104
| New | +$252K | 0.06% | 127 |
|
|
2022
Q3 | – | Sell |
-6,075
| Closed | -$238K | – | 408 |
|
|
2022
Q2 | $238K | Buy |
6,075
+89
| +1% | +$3.49K | 0.04% | 388 |
|
|
2022
Q1 | $290K | Sell |
5,986
-2,964
| -33% | -$144K | 0.05% | 390 |
|
|
2021
Q4 | $429K | Buy |
8,950
+815
| +10% | +$39.1K | 0.05% | 342 |
|
|
2021
Q3 | $378K | Buy |
8,135
+985
| +14% | +$45.8K | 0.05% | 314 |
|
|
2021
Q2 | $324K | Buy |
+7,150
| New | +$324K | 0.05% | 303 |
|