SAG
SageView Advisory Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
15,288
+547
| +4% | +$45.4K | 0.05% | 209 |
|
|
2025
Q1 | $1.06M | Buy |
14,741
+297
| +2% | +$21.3K | 0.05% | 217 |
|
|
2024
Q4 | $1.01M | Buy |
14,444
+3,626
| +34% | +$255K | 0.04% | 221 |
|
|
2024
Q3 | $611K | Sell |
10,818
-9,165
| -46% | -$518K | 0.03% | 265 |
|
|
2024
Q2 | $1.19M | Buy |
+19,983
| New | +$1.19M | 0.06% | 198 |
|
|
2024
Q1 | – | Sell |
-18,164
| Closed | -$930K | – | 874 |
|
|
2023
Q4 | $930K | Buy |
18,164
+11,414
| +169% | +$584K | 0.04% | 270 |
|
|
2023
Q3 | $276K | Buy |
6,750
+231
| +4% | +$9.44K | 0.02% | 440 |
|
|
2023
Q2 | $278K | Buy |
6,519
+796
| +14% | +$34K | 0.02% | 461 |
|
|
2023
Q1 | $214K | Sell |
5,723
-580
| -9% | -$21.7K | 0.01% | 440 |
|
|
2022
Q4 | $260K | Buy |
+6,303
| New | +$260K | 0.02% | 353 |
|