WFA
West Financial Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $162K | Sell |
2,024
-1,082
| -35% | -$86.7K | 0.03% | 64 |
|
|
2025
Q1 | $223K | Buy |
3,106
+5
| +0.2% | +$359 | 0.04% | 55 |
|
|
2024
Q4 | $218K | Buy |
3,101
+209
| +7% | +$14.7K | 0.04% | 55 |
|
|
2024
Q3 | $163K | Sell |
2,892
-350
| -11% | -$19.8K | 0.03% | 58 |
|
|
2024
Q2 | $193K | Sell |
3,242
-797
| -20% | -$47.3K | 0.04% | 55 |
|
|
2024
Q1 | $234K | Buy |
4,039
+2,059
| +104% | +$119K | 0.05% | 52 |
|
|
2023
Q4 | $97.5K | Buy |
1,980
+800
| +68% | +$39.4K | 0.02% | 67 |
|
|
2023
Q3 | $48.2K | Hold |
1,180
| – | – | 0.01% | 80 |
|
|
2023
Q2 | $50.4K | Buy |
1,180
+981
| +493% | +$41.9K | 0.01% | 78 |
|
|
2023
Q1 | $7.44K | Buy |
+199
| New | +$7.44K | ﹤0.01% | 124 |
|