SWM
SilverOak Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $713K | Buy |
8,899
+286
| +3% | +$22.9K | 0.13% | 52 |
|
|
2025
Q1 | $618K | Hold |
8,613
| – | – | 0.13% | 50 |
|
|
2024
Q4 | $605K | Buy |
8,613
+19
| +0.2% | +$1.34K | 0.13% | 53 |
|
|
2024
Q3 | $485K | Sell |
8,594
-307
| -3% | -$17.3K | 0.11% | 61 |
|
|
2024
Q2 | $529K | Sell |
8,901
-794
| -8% | -$47.2K | 0.13% | 57 |
|
|
2024
Q1 | $562K | Hold |
9,695
| – | – | 0.14% | 52 |
|
|
2023
Q4 | $477K | Buy |
+9,695
| New | +$477K | 0.13% | 54 |
|