SWM
Seed Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Hold |
3,643
| – | – | 0.22% | 109 |
|
|
2025
Q1 | $262K | Hold |
3,643
| – | – | 0.21% | 122 |
|
|
2024
Q4 | $256K | Hold |
3,643
| – | – | 0.21% | 118 |
|
|
2024
Q3 | $206K | Hold |
3,643
| – | – | 0.16% | 150 |
|
|
2024
Q2 | $216K | Hold |
3,643
| – | – | 0.19% | 136 |
|
|
2024
Q1 | $210K | Buy |
+3,643
| New | +$210K | 0.2% | 137 |
|