TFA
Tranquilli Financial Advisor’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
15,204
+586
| +4% | +$47K | 0.75% | 40 |
|
|
2025
Q1 | $1.05M | Buy |
14,618
+415
| +3% | +$29.8K | 0.66% | 42 |
|
|
2024
Q4 | $998K | Sell |
14,203
-1,427
| -9% | -$100K | 0.63% | 41 |
|
|
2024
Q3 | $883K | Buy |
15,630
+268
| +2% | +$15.1K | 0.55% | 48 |
|
|
2024
Q2 | $931K | Buy |
15,362
+446
| +3% | +$27K | 0.62% | 43 |
|
|
2024
Q1 | $865K | Buy |
14,916
+2,321
| +18% | +$135K | 0.58% | 45 |
|
|
2023
Q4 | $620K | Buy |
12,595
+964
| +8% | +$47.4K | 0.44% | 48 |
|
|
2023
Q3 | $475K | Buy |
11,631
+1,831
| +19% | +$74.8K | 0.34% | 55 |
|
|
2023
Q2 | $418K | Sell |
9,800
-93
| -0.9% | -$3.97K | 0.3% | 62 |
|
|
2023
Q1 | $370K | Buy |
9,893
+899
| +10% | +$33.6K | 0.28% | 65 |
|
|
2022
Q4 | $371K | Buy |
8,994
+1,791
| +25% | +$74K | 0.28% | 63 |
|
|
2022
Q3 | $290K | Buy |
7,203
+1,296
| +22% | +$52.2K | 0.23% | 53 |
|
|
2022
Q2 | $231K | Buy |
5,907
+784
| +15% | +$30.7K | 0.18% | 59 |
|
|
2022
Q1 | $248K | Buy |
5,123
+76
| +2% | +$3.68K | 0.18% | 72 |
|
|
2021
Q4 | $242K | Buy |
5,047
+85
| +2% | +$4.08K | 0.17% | 74 |
|
|
2021
Q3 | $230K | Buy |
4,962
+70
| +1% | +$3.25K | 0.17% | 70 |
|
|
2021
Q2 | $222K | Buy |
+4,892
| New | +$222K | 0.17% | 75 |
|