AAFMAA Wealth Management & Trust’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-20,533
| Closed | -$995K | – | 75 |
|
|
2022
Q1 | $995K | Hold |
20,533
| – | – | 0.46% | 47 |
|
|
2021
Q4 | $985K | Hold |
20,533
| – | – | 0.43% | 45 |
|
|
2021
Q3 | $953K | Hold |
20,533
| – | – | 0.45% | 47 |
|
|
2021
Q2 | $930K | Sell |
20,533
-200
| -1% | -$9.06K | 0.43% | 48 |
|
|
2021
Q1 | $810K | Sell |
20,733
-110,159
| -84% | -$4.3M | 0.39% | 47 |
|
|
2020
Q4 | $3.95M | Buy |
+130,892
| New | +$3.95M | 1.91% | 25 |
|