SVWAG
Sound View Wealth Advisors Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
29,539
+22,176
| +301% | +$1.78M | 0.17% | 117 |
|
|
2025
Q1 | $529K | Buy |
7,363
+115
| +2% | +$8.26K | 0.04% | 250 |
|
|
2024
Q4 | $509K | Sell |
7,248
-541
| -7% | -$38K | 0.04% | 259 |
|
|
2024
Q3 | $440K | Buy |
7,789
+700
| +10% | +$39.5K | 0.04% | 273 |
|
|
2024
Q2 | $421K | Sell |
7,089
-201
| -3% | -$11.9K | 0.04% | 256 |
|
|
2024
Q1 | $423K | Sell |
7,290
-756
| -9% | -$43.8K | 0.05% | 259 |
|
|
2023
Q4 | $396K | Sell |
8,046
-530
| -6% | -$26.1K | 0.04% | 266 |
|
|
2023
Q3 | $350K | Buy |
8,576
+226
| +3% | +$9.24K | 0.04% | 268 |
|
|
2023
Q2 | $356K | Sell |
8,350
-8,514
| -50% | -$363K | 0.05% | 267 |
|
|
2023
Q1 | $630K | Buy |
16,864
+8,818
| +110% | +$330K | 0.09% | 191 |
|
|
2022
Q4 | $396K | Sell |
8,046
-8,142
| -50% | -$401K | 0.04% | 266 |
|
|
2022
Q3 | $651K | Buy |
16,188
+13
| +0.1% | +$523 | 0.15% | 134 |
|
|
2022
Q2 | $634K | Buy |
16,175
+11
| +0.1% | +$431 | 0.13% | 142 |
|
|
2022
Q1 | $783K | Sell |
16,164
-38
| -0.2% | -$1.84K | 0.15% | 132 |
|
|
2021
Q4 | $777K | Buy |
16,202
+8,773
| +118% | +$421K | 0.15% | 139 |
|
|
2021
Q3 | $345K | Sell |
7,429
-429
| -5% | -$19.9K | 0.07% | 207 |
|
|
2021
Q2 | $356K | Sell |
7,858
-1,013
| -11% | -$45.9K | 0.07% | 210 |
|
|
2021
Q1 | $347K | Buy |
8,871
+205
| +2% | +$8.02K | 0.08% | 196 |
|
|
2020
Q4 | $262K | Sell |
8,666
-1,295
| -13% | -$39.2K | 0.06% | 221 |
|
|
2020
Q3 | $234K | Sell |
9,961
-879
| -8% | -$20.6K | 0.06% | 226 |
|
|
2020
Q2 | $278K | Buy |
10,840
+697
| +7% | +$17.9K | 0.08% | 196 |
|
|
2020
Q1 | $291K | Sell |
10,143
-2,041
| -17% | -$58.6K | 0.1% | 163 |
|
|
2019
Q4 | $656K | Sell |
12,184
-411
| -3% | -$22.1K | 0.19% | 122 |
|
|
2019
Q3 | $635K | Sell |
12,595
-1,339
| -10% | -$67.5K | 0.19% | 122 |
|
|
2019
Q2 | $659K | Buy |
+13,934
| New | +$659K | 0.19% | 123 |
|