Acima Private Wealth’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,687
| Closed | -$68.9K | – | 260 |
|
|
2023
Q3 | $68.9K | Sell |
1,687
-885
| -34% | -$36.2K | 0.03% | 156 |
|
|
2023
Q2 | $110K | Hold |
2,572
| – | – | 0.05% | 144 |
|
|
2023
Q1 | $96.1K | Hold |
2,572
| – | – | 0.05% | 149 |
|
|
2022
Q4 | $106K | Hold |
2,572
| – | – | 0.05% | 138 |
|
|
2022
Q3 | $103K | Hold |
2,572
| – | – | 0.05% | 135 |
|
|
2022
Q2 | $101K | Hold |
2,572
| – | – | 0.05% | 142 |
|
|
2022
Q1 | $125K | Hold |
2,572
| – | – | 0.06% | 139 |
|
|
2021
Q4 | $123K | Hold |
2,572
| – | – | 0.05% | 141 |
|
|
2021
Q3 | $119K | Hold |
2,572
| – | – | 0.05% | 140 |
|
|
2021
Q2 | $116K | Hold |
2,572
| – | – | 0.05% | 141 |
|
|
2021
Q1 | $100K | Buy |
+2,572
| New | +$100K | 0.05% | 144 |
|
|
2020
Q3 | – | Sell |
-5,028
| Closed | -$129K | – | 246 |
|
|
2020
Q2 | $129K | Hold |
5,028
| – | – | 0.08% | 135 |
|
|
2020
Q1 | $144K | Hold |
5,028
| – | – | 0.11% | 129 |
|
|
2019
Q4 | $271K | Hold |
5,028
| – | – | 0.19% | 114 |
|
|
2019
Q3 | $253K | Hold |
5,028
| – | – | 0.19% | 111 |
|
|
2019
Q2 | $238K | Hold |
5,028
| – | – | 0.19% | 109 |
|
|
2019
Q1 | $243K | Hold |
5,028
| – | – | 0.21% | 104 |
|
|
2018
Q4 | $232K | Buy |
+5,028
| New | +$232K | 0.23% | 100 |
|