9258 Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $725K | Buy |
12,842
+5
| +0% | +$282 | 0.11% | 157 |
|
|
2024
Q2 | $762K | Buy |
12,837
+3
| +0% | +$178 | 0.12% | 144 |
|
|
2024
Q1 | $744K | Sell |
12,834
-138
| -1% | -$8K | 0.12% | 150 |
|
|
2023
Q4 | $638K | Buy |
12,972
+516
| +4% | +$25.4K | 0.11% | 156 |
|
|
2023
Q3 | $509K | Sell |
12,456
-17
| -0.1% | -$695 | 0.1% | 172 |
|
|
2023
Q2 | $532K | Buy |
12,473
+212
| +2% | +$9.05K | 0.1% | 175 |
|
|
2023
Q1 | $458K | Buy |
12,261
+81
| +0.7% | +$3.03K | 0.09% | 189 |
|
|
2022
Q4 | $503K | Buy |
12,180
+1,015
| +9% | +$41.9K | 0.11% | 171 |
|
|
2022
Q3 | $449K | Buy |
11,165
+149
| +1% | +$5.99K | 0.11% | 177 |
|
|
2022
Q2 | $431K | Sell |
11,016
-362
| -3% | -$14.2K | 0.11% | 193 |
|
|
2022
Q1 | $551K | Sell |
11,378
-495
| -4% | -$24K | 0.13% | 175 |
|
|
2021
Q4 | $570K | Buy |
11,873
+1,563
| +15% | +$75K | 0.13% | 171 |
|
|
2021
Q3 | $478K | Buy |
10,310
+328
| +3% | +$15.2K | 0.13% | 181 |
|
|
2021
Q2 | $452K | Buy |
9,982
+610
| +7% | +$27.6K | 0.12% | 188 |
|
|
2021
Q1 | $366K | Buy |
9,372
+410
| +5% | +$16K | 0.11% | 200 |
|
|
2020
Q4 | $270K | Sell |
8,962
-3,986
| -31% | -$120K | 0.09% | 245 |
|
|
2020
Q3 | $278K | Sell |
12,948
-1,293
| -9% | -$27.8K | 0.11% | 218 |
|
|
2020
Q2 | $365K | Sell |
14,241
-442
| -3% | -$11.3K | 0.15% | 170 |
|
|
2020
Q1 | $417K | Sell |
14,683
-3,441
| -19% | -$97.7K | 0.18% | 144 |
|
|
2019
Q4 | $975K | Buy |
18,124
+3,385
| +23% | +$182K | 0.36% | 78 |
|
|
2019
Q3 | $743K | Buy |
14,739
+725
| +5% | +$36.5K | 0.58% | 59 |
|
|
2019
Q2 | $663K | Buy |
14,014
+2,561
| +22% | +$121K | 0.53% | 62 |
|
|
2019
Q1 | $553K | Sell |
11,453
-698
| -6% | -$33.7K | 0.47% | 72 |
|
|
2018
Q4 | $560K | Buy |
+12,151
| New | +$560K | 0.54% | 62 |
|