TLA
Tanglewood Legacy Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.01K | Hold |
100
| – | – | ﹤0.01% | 250 |
|
|
2025
Q1 | $7.18K | Sell |
100
-55
| -35% | -$3.95K | ﹤0.01% | 258 |
|
|
2024
Q4 | $10.9K | Hold |
155
| – | – | ﹤0.01% | 245 |
|
|
2024
Q3 | $8.76K | Hold |
155
| – | – | ﹤0.01% | 239 |
|
|
2024
Q2 | $9.21K | Hold |
155
| – | – | ﹤0.01% | 239 |
|
|
2024
Q1 | $8.98K | Buy |
155
+55
| +55% | +$3.19K | ﹤0.01% | 250 |
|
|
2023
Q4 | $4.92K | Hold |
100
| – | – | ﹤0.01% | 260 |
|
|
2023
Q3 | $4.09K | Hold |
100
| – | – | ﹤0.01% | 270 |
|
|
2023
Q2 | $4.27K | Hold |
100
| – | – | ﹤0.01% | 267 |
|
|
2023
Q1 | $3.74K | Buy |
+100
| New | +$3.74K | ﹤0.01% | 268 |
|