WAM
Walker Asset Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Buy |
5,006
+23
| +0.5% | +$1.84K | 0.23% | 74 |
|
|
2025
Q1 | $358K | Buy |
4,983
+23
| +0.5% | +$1.65K | 0.22% | 76 |
|
|
2024
Q4 | $348K | Buy |
4,960
+22
| +0.4% | +$1.55K | 0.21% | 79 |
|
|
2024
Q3 | $279K | Buy |
4,938
+30
| +0.6% | +$1.7K | 0.17% | 105 |
|
|
2024
Q2 | $291K | Buy |
4,908
+25
| +0.5% | +$1.49K | 0.2% | 98 |
|
|
2024
Q1 | $283K | Buy |
4,883
+27
| +0.6% | +$1.57K | 0.19% | 104 |
|
|
2023
Q4 | $239K | Buy |
+4,856
| New | +$239K | 0.17% | 116 |
|