Smartleaf Asset Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
24,695
-3,467
| -12% | -$276K | 0.17% | 125 |
|
|
2025
Q1 | $1.99M | Buy |
28,162
+4,233
| +18% | +$299K | 0.19% | 115 |
|
|
2024
Q4 | $1.68M | Buy |
23,929
+5,878
| +33% | +$414K | 0.17% | 135 |
|
|
2024
Q3 | $1.01M | Buy |
18,051
+5,604
| +45% | +$313K | 0.12% | 186 |
|
|
2024
Q2 | $715K | Buy |
12,447
+2,149
| +21% | +$123K | 0.12% | 198 |
|
|
2024
Q1 | $593K | Buy |
10,298
+5,363
| +109% | +$309K | 0.11% | 202 |
|
|
2023
Q4 | $229K | Buy |
+4,935
| New | +$229K | 0.06% | 300 |
|