Provence Wealth Management Group
- SEC CIK
- 0001925991
- Latest filing
- Feb 6, 2024
WFC holding history
Wells Fargo & Company in every 13F filed by Provence Wealth Management Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WFC overviewAll 13F holders of WFCFull Q4 2023 holdings
- Shares (Q4 2023)
- 10,133
- Value
- $498.8K
- % of portfolio
- 0.3%
- Quarters held
- 4
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 10,133 | $498.8K | 0.3% | +1,062+11.7% | Added | Holders |
| Q3 2023 | 9,071 | $370.6K | 0.2% | +396+4.6% | Added | Holders |
| Q2 2023 | 8,675 | $370.2K | 0.2% | +2,184+33.6% | Added | Holders |
| Q1 2023 | 6,491 | $242.6K | 0.2% | +6,491 | New | Holders |