Skip to main content
Livermore
Livermore
ZHEN

Westshore Wealth, LLC

SEC CIK
0001806366
Latest filing
Aug 10, 2026

WFC.PL holding history

Wells Fargo & Company in every 13F filed by Westshore Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WFC.PL overviewAll 13F holders of WFC.PLFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q4 2022
Holdings of WFC.PL by Westshore Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−306−100.0%Sold outHolders
Q1 2026306$353.4K0.1%−11−3.5%ReducedHolders
Q4 2025317$384.2K0.1%+317NewHolders
Q3 20250$00.0%−301−100.0%Sold outHolders
Q2 2025301$353.4K0.1%00.0%UnchangedHolders
Q1 2025301$361.4K0.2%00.0%UnchangedHolders
Q4 2024301$359.5K0.1%00.0%UnchangedHolders
Q3 2024301$385.9K0.2%+10+3.4%AddedHolders
Q2 2024291$346.0K0.1%00.0%UnchangedHolders
Q1 2024291$354.8K0.1%00.0%UnchangedHolders
Q4 2023291$347.9K0.2%−4−1.4%ReducedHolders
Q3 2023295$328.9K0.2%−11−3.6%ReducedHolders
Q2 2023306$352.5K0.2%+34+12.5%AddedHolders
Q1 2023272$319.9K0.2%+4+1.5%AddedHolders
Q4 2022268$317.6K0.2%+268NewHolders