WWA
WCG Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.46M | Sell |
43,239
-412
| -0.9% | -$33K | 0.22% | 110 |
|
|
2025
Q1 | $3.13M | Sell |
43,651
-3,984
| -8% | -$286K | 0.24% | 104 |
|
|
2024
Q4 | $3.35M | Buy |
47,635
+1,463
| +3% | +$103K | 0.22% | 107 |
|
|
2024
Q3 | $2.61M | Sell |
46,172
-810
| -2% | -$45.8K | 0.18% | 132 |
|
|
2024
Q2 | $2.79M | Buy |
46,982
+4,239
| +10% | +$252K | 0.21% | 107 |
|
|
2024
Q1 | $2.48M | Sell |
42,743
-12,327
| -22% | -$714K | 0.21% | 104 |
|
|
2023
Q4 | $2.71M | Buy |
55,070
+1,766
| +3% | +$86.9K | 0.2% | 103 |
|
|
2023
Q3 | $2.29M | Buy |
53,304
+2,466
| +5% | +$106K | 0.17% | 127 |
|
|
2023
Q2 | $2.16M | Sell |
50,838
-2,749
| -5% | -$117K | 0.25% | 75 |
|
|
2023
Q1 | $2M | Buy |
53,587
+2,087
| +4% | +$78K | 0.26% | 78 |
|
|
2022
Q4 | $2.13M | Buy |
51,500
+6,548
| +15% | +$270K | 0.29% | 70 |
|
|
2022
Q3 | $2M | Sell |
44,952
-3,054
| -6% | -$136K | 0.26% | 76 |
|
|
2022
Q2 | $1.88M | Buy |
+48,006
| New | +$1.88M | 0.26% | 74 |
|