TFA
Trinity Financial Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Sell |
25,384
-94
| -0.4% | -$7.53K | 0.62% | 31 |
|
|
2025
Q1 | $1.67M | Buy |
25,478
+1,226
| +5% | +$80.5K | 0.6% | 25 |
|
|
2024
Q4 | $1.7M | Sell |
24,252
-65
| -0.3% | -$4.56K | 0.65% | 26 |
|
|
2024
Q3 | $1.03M | Buy |
24,317
+257
| +1% | +$10.9K | 0.46% | 28 |
|
|
2024
Q2 | $1.43M | Sell |
24,060
-1,373
| -5% | -$81.5K | 0.64% | 24 |
|
|
2024
Q1 | $1.47M | Sell |
25,433
-1,337
| -5% | -$77.5K | 0.66% | 22 |
|
|
2023
Q4 | $1.32M | Sell |
26,770
-5,710
| -18% | -$281K | 0.64% | 23 |
|
|
2023
Q3 | $1.33M | Sell |
32,480
-3,992
| -11% | -$163K | 0.71% | 21 |
|
|
2023
Q2 | $1.56M | Buy |
36,472
+169
| +0.5% | +$7.21K | 0.84% | 17 |
|
|
2023
Q1 | $1.36M | Buy |
36,303
+446
| +1% | +$16.7K | 0.83% | 17 |
|
|
2022
Q4 | $1.48M | Sell |
35,857
-3,227
| -8% | -$133K | 0.97% | 16 |
|
|
2022
Q3 | $1.57M | Buy |
39,084
+2,948
| +8% | +$119K | 1.14% | 15 |
|
|
2022
Q2 | $1.42M | Buy |
36,136
+1,551
| +4% | +$60.7K | 1.04% | 17 |
|
|
2022
Q1 | $1.68M | Sell |
34,585
-1,153
| -3% | -$55.9K | 1.05% | 14 |
|
|
2021
Q4 | $1.72M | Sell |
35,738
-1,280
| -3% | -$61.4K | 1.01% | 14 |
|
|
2021
Q3 | $1.72M | Buy |
37,018
+5,510
| +17% | +$256K | 1.15% | 13 |
|
|
2021
Q2 | $1.43M | Buy |
+31,508
| New | +$1.43M | 1% | 15 |
|