SWA
SOA Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Sell |
2,978
-100
| -3% | -$8.01K | 0.04% | 182 |
|
|
2025
Q1 | $221K | Buy |
3,078
+100
| +3% | +$7.18K | 0.05% | 174 |
|
|
2024
Q4 | $209K | Hold |
2,978
| – | – | 0.04% | 180 |
|
|
2024
Q3 | $168K | Hold |
2,978
| – | – | 0.03% | 200 |
|
|
2024
Q2 | $177K | Hold |
2,978
| – | – | 0.04% | 192 |
|
|
2024
Q1 | $173K | Buy |
2,978
+1,320
| +80% | +$76.5K | 0.04% | 193 |
|
|
2023
Q4 | $81.6K | Sell |
1,658
-60
| -3% | -$2.95K | 0.02% | 253 |
|
|
2023
Q3 | $70.2K | Hold |
1,718
| – | – | 0.02% | 255 |
|
|
2023
Q2 | $73.3K | Hold |
1,718
| – | – | 0.02% | 256 |
|
|
2023
Q1 | $64.2K | Hold |
1,718
| – | – | 0.02% | 260 |
|
|
2022
Q4 | $70.9K | Hold |
1,718
| – | – | 0.02% | 245 |
|
|
2022
Q3 | $69K | Hold |
1,718
| – | – | 0.02% | 233 |
|
|
2022
Q2 | $67K | Sell |
1,718
-238
| -12% | -$9.28K | 0.02% | 236 |
|
|
2022
Q1 | $94K | Buy |
1,956
+200
| +11% | +$9.61K | 0.02% | 234 |
|
|
2021
Q4 | $84K | Hold |
1,756
| – | – | 0.02% | 241 |
|
|
2021
Q3 | $81K | Hold |
1,756
| – | – | 0.02% | 253 |
|
|
2021
Q2 | $79K | Buy |
1,756
+98
| +6% | +$4.41K | 0.02% | 254 |
|
|
2021
Q1 | $64K | Hold |
1,658
| – | – | 0.02% | 242 |
|
|
2020
Q4 | $55K | Buy |
+1,658
| New | +$55K | 0.02% | 250 |
|