TGAM
TBH Global Asset Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $498K | Sell |
6,212
-224
| -3% | -$17.9K | 0.11% | 130 |
|
|
2025
Q1 | $462K | Buy |
6,436
+225
| +4% | +$16.2K | 0.09% | 135 |
|
|
2024
Q4 | $436K | Sell |
6,211
-66
| -1% | -$4.64K | 0.1% | 159 |
|
|
2024
Q3 | $355K | Sell |
6,277
-105
| -2% | -$5.93K | 0.08% | 195 |
|
|
2024
Q2 | $379K | Hold |
6,382
| – | – | 0.08% | 177 |
|
|
2024
Q1 | $370K | Buy |
6,382
+1,022
| +19% | +$59.2K | 0.07% | 185 |
|
|
2023
Q4 | $264K | Buy |
+5,360
| New | +$264K | 0.05% | 212 |
|
|
2023
Q1 | – | Sell |
-46,336
| Closed | -$1.91M | – | 216 |
|
|
2022
Q4 | $1.91M | Sell |
46,336
-3,550
| -7% | -$147K | 0.47% | 48 |
|
|
2022
Q3 | $2.01M | Sell |
49,886
-16,485
| -25% | -$666K | 0.52% | 41 |
|
|
2022
Q2 | $2.6M | Buy |
+66,371
| New | +$2.6M | 0.62% | 39 |
|