Advisor Partners II’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.93M | Buy |
169,712
+14,170
| +9% | +$579K | 0.28% | 55 |
|
|
2023
Q2 | $6.64M | Buy |
155,542
+40,040
| +35% | +$1.71M | 0.31% | 56 |
|
|
2023
Q1 | $4.32M | Buy |
115,502
+14,919
| +15% | +$558K | 0.24% | 83 |
|
|
2022
Q4 | $4.15M | Buy |
100,583
+626
| +0.6% | +$25.8K | 0.26% | 78 |
|
|
2022
Q3 | $4.02M | Buy |
+99,957
| New | +$4.02M | 0.3% | 61 |
|