TWM
Tradition Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Sell |
29,611
-809
| -3% | -$64.8K | 0.19% | 109 |
|
|
2025
Q1 | $2.18M | Buy |
30,420
+143
| +0.5% | +$10.3K | 0.19% | 103 |
|
|
2024
Q4 | $2.13M | Sell |
30,277
-176
| -0.6% | -$12.4K | 0.19% | 103 |
|
|
2024
Q3 | $1.72M | Sell |
30,453
-941
| -3% | -$53.2K | 0.15% | 120 |
|
|
2024
Q2 | $1.86M | Buy |
31,394
+2,577
| +9% | +$153K | 0.18% | 108 |
|
|
2024
Q1 | $1.67M | Sell |
28,817
-112
| -0.4% | -$6.49K | 0.17% | 114 |
|
|
2023
Q4 | $1.42M | Sell |
28,929
-2,063
| -7% | -$102K | 0.15% | 114 |
|
|
2023
Q3 | $1.27M | Sell |
30,992
-68
| -0.2% | -$2.78K | 0.15% | 110 |
|
|
2023
Q2 | $1.33M | Sell |
31,060
-1,098
| -3% | -$46.9K | 0.15% | 108 |
|
|
2023
Q1 | $1.2M | Buy |
32,158
+293
| +0.9% | +$11K | 0.15% | 106 |
|
|
2022
Q4 | $1.32M | Buy |
31,865
+34
| +0.1% | +$1.4K | 0.19% | 92 |
|
|
2022
Q3 | $1.28M | Sell |
31,831
-451
| -1% | -$18.1K | 0.19% | 89 |
|
|
2022
Q2 | $1.26M | Sell |
32,282
-1,901
| -6% | -$74.4K | 0.18% | 97 |
|
|
2022
Q1 | $1.66M | Buy |
34,183
+2,627
| +8% | +$127K | 0.21% | 99 |
|
|
2021
Q4 | $1.51M | Sell |
31,556
-195
| -0.6% | -$9.36K | 0.19% | 107 |
|
|
2021
Q3 | $1.47M | Buy |
31,751
+115
| +0.4% | +$5.34K | 0.21% | 103 |
|
|
2021
Q2 | $1.43M | Buy |
31,636
+7
| +0% | +$317 | 0.21% | 104 |
|
|
2021
Q1 | $1.24M | Buy |
31,629
+11,935
| +61% | +$466K | 0.21% | 97 |
|
|
2020
Q4 | $594K | Buy |
+19,694
| New | +$594K | 0.12% | 130 |
|