SLFPAM
St. Louis Financial Planners Asset Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-26,413
| Closed | -$1.86M | – | 39 |
|
|
2024
Q4 | $1.86M | Buy |
+26,413
| New | +$1.86M | 1.34% | 18 |
|
|
2024
Q3 | – | Sell |
-32,237
| Closed | -$1.95M | – | 39 |
|
|
2024
Q2 | $1.95M | Sell |
32,237
-7,330
| -19% | -$444K | 1.68% | 23 |
|
|
2024
Q1 | $2.26M | Sell |
39,567
-6,113
| -13% | -$349K | 2.03% | 10 |
|
|
2023
Q4 | $2.25M | Buy |
+45,680
| New | +$2.25M | 2.09% | 8 |
|
|
2023
Q2 | – | Sell |
-39,691
| Closed | -$1.48M | – | 41 |
|
|
2023
Q1 | $1.48M | Buy |
39,691
+6,648
| +20% | +$249K | 1.69% | 32 |
|
|
2022
Q4 | $1.36M | Buy |
+33,043
| New | +$1.36M | 1.33% | 16 |
|