SAI
Savvy Advisors Inc’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
17,149
+4,356
| +34% | +$349K | 0.09% | 160 |
|
|
2025
Q1 | $918K | Buy |
12,793
+1,408
| +12% | +$101K | 0.09% | 181 |
|
|
2024
Q4 | $800K | Buy |
11,385
+898
| +9% | +$63.1K | 0.1% | 176 |
|
|
2024
Q3 | $592K | Buy |
+10,487
| New | +$592K | 0.12% | 164 |
|