TCWA
Turtle Creek Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $660K | Buy |
+8,242
| New | +$660K | 0.08% | 146 |
|
|
2024
Q4 | – | Sell |
-6,123
| Closed | -$346K | – | 167 |
|
|
2024
Q3 | $346K | Buy |
6,123
+935
| +18% | +$52.8K | 0.07% | 127 |
|
|
2024
Q2 | $308K | Buy |
5,188
+927
| +22% | +$55.1K | 0.07% | 120 |
|
|
2024
Q1 | $247K | Sell |
4,261
-607
| -12% | -$35.2K | 0.06% | 132 |
|
|
2023
Q4 | $240K | Buy |
+4,868
| New | +$240K | 0.07% | 135 |
|