TCM
TruNorth Capital Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Hold |
1,300
| – | – | 0.02% | 116 |
|
|
2025
Q1 | $93.3K | Hold |
1,300
| – | – | 0.02% | 145 |
|
|
2024
Q4 | $91.3K | Hold |
1,300
| – | – | 0.03% | 106 |
|
|
2024
Q3 | $73.4K | Buy |
1,300
+300
| +30% | +$16.9K | 0.02% | 119 |
|
|
2024
Q2 | $59.4K | Buy |
+1,000
| New | +$59.4K | 0.02% | 117 |
|