SIA
Schechter Investment Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.5M | Sell |
20,910
-1,652
| -7% | -$119K | 0.12% | 163 |
|
|
2024
Q4 | $1.58M | Sell |
22,562
-863
| -4% | -$60.6K | 0.12% | 165 |
|
|
2024
Q3 | $1.32M | Sell |
23,425
-2,728
| -10% | -$154K | 0.1% | 195 |
|
|
2024
Q2 | $1.55M | Sell |
26,153
-834
| -3% | -$49.5K | 0.12% | 165 |
|
|
2024
Q1 | $1.56M | Sell |
26,987
-3,993
| -13% | -$231K | 0.12% | 164 |
|
|
2023
Q4 | $1.52M | Sell |
30,980
-627
| -2% | -$30.9K | 0.13% | 152 |
|
|
2023
Q3 | $1.29M | Buy |
31,607
+1,470
| +5% | +$60.1K | 0.13% | 176 |
|
|
2023
Q2 | $1.29M | Buy |
30,137
+2,608
| +9% | +$111K | 0.12% | 201 |
|
|
2023
Q1 | $1.03M | Sell |
27,529
-9,286
| -25% | -$347K | 0.1% | 246 |
|
|
2022
Q4 | $1.52M | Buy |
36,815
+1,016
| +3% | +$42K | 0.14% | 176 |
|
|
2022
Q3 | $1.44M | Buy |
35,799
+6,650
| +23% | +$267K | 0.14% | 176 |
|
|
2022
Q2 | $1.14M | Sell |
29,149
-4,699
| -14% | -$184K | 0.11% | 242 |
|
|
2022
Q1 | $1.64M | Buy |
33,848
+1,683
| +5% | +$81.5K | 0.15% | 146 |
|
|
2021
Q4 | $1.54M | Buy |
+32,165
| New | +$1.54M | 0.14% | 174 |
|