WOSD
WFA of San Diego’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117K | Buy |
+1,460
| New | +$117K | 0.09% | 127 |
|
|
2024
Q3 | $82.5K | Hold |
1,460
| – | – | 0.07% | 140 |
|
|
2024
Q2 | $86.7K | Buy |
+1,460
| New | +$86.7K | 0.08% | 129 |
|
|
2023
Q3 | $80K | Buy |
1,957
+1,639
| +515% | +$67K | 0.08% | 134 |
|
|
2023
Q2 | $13.6K | Buy |
+318
| New | +$13.6K | 0.01% | 263 |
|
|
2023
Q1 | – | Sell |
-1,900
| Closed | -$78.5K | – | 435 |
|
|
2022
Q4 | $78.5K | Buy |
+1,900
| New | +$78.5K | 0.06% | 151 |
|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$39K | – | 401 |
|
|
2022
Q2 | $39K | Buy |
+1,000
| New | +$39K | 0.03% | 176 |
|
|
2020
Q3 | – | Sell |
-8,561
| Closed | -$420K | – | 245 |
|
|
2020
Q2 | $420K | Buy |
+8,561
| New | +$420K | 0.1% | 174 |
|