WAM
WFA Asset Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.3K | Buy |
1,218
+5
| +0.4% | +$297 | 0.04% | 83 |
|
|
2025
Q1 | $70.3K | Sell |
1,213
-4,819
| -80% | -$279K | 0.04% | 89 |
|
|
2024
Q4 | $424K | Buy |
6,032
+5,424
| +892% | +$381K | 0.23% | 36 |
|
|
2024
Q3 | $34.4K | Sell |
608
-610
| -50% | -$34.5K | 0.02% | 122 |
|
|
2024
Q2 | $72.3K | Buy |
1,218
+5
| +0.4% | +$297 | 0.04% | 83 |
|
|
2024
Q1 | $70.3K | Buy |
1,213
+6
| +0.5% | +$348 | 0.04% | 89 |
|
|
2023
Q4 | $59.4K | Sell |
1,207
-516
| -30% | -$25.4K | 0.03% | 84 |
|
|
2023
Q3 | $70.4K | Buy |
1,723
+40
| +2% | +$1.63K | 0.04% | 81 |
|
|
2023
Q2 | $71.8K | Hold |
1,683
| – | – | 0.04% | 81 |
|
|
2023
Q1 | $62.9K | Buy |
1,683
+1,200
| +248% | +$44.9K | 0.04% | 88 |
|
|
2022
Q4 | $19.9K | Buy |
+483
| New | +$19.9K | 0.01% | 125 |
|
|
2022
Q2 | – | Sell |
-38
| Closed | -$1.84K | – | 237 |
|
|
2022
Q1 | $1.84K | Buy |
+38
| New | +$1.84K | ﹤0.01% | 195 |
|