WAM
Worth Asset Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,649
| Closed | -$549K | – | 173 |
|
|
2025
Q1 | $549K | Sell |
7,649
-25,474
| -77% | -$1.83M | 0.3% | 65 |
|
|
2024
Q4 | $2.33M | Buy |
+33,123
| New | +$2.33M | 1.24% | 20 |
|
|
2023
Q3 | – | Sell |
-950
| Closed | -$40.5K | – | 429 |
|
|
2023
Q2 | $40.5K | Hold |
950
| – | – | 0.03% | 199 |
|
|
2023
Q1 | $35.5K | Hold |
950
| – | – | 0.03% | 210 |
|
|
2022
Q4 | $39.2K | Hold |
950
| – | – | 0.03% | 206 |
|
|
2022
Q3 | $38K | Hold |
950
| – | – | 0.03% | 172 |
|
|
2022
Q2 | $37K | Hold |
950
| – | – | 0.03% | 234 |
|
|
2022
Q1 | $40K | Buy |
+950
| New | +$40K | 0.03% | 236 |
|