AWS
AJ Wealth Strategies’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $555K | Buy |
12,994
+1,622
| +14% | +$69.2K | 0.03% | 175 |
|
|
2023
Q1 | $425K | Buy |
11,372
+29
| +0.3% | +$1.08K | 0.02% | 195 |
|
|
2022
Q4 | $468K | Buy |
11,343
+10
| +0.1% | +$413 | 0.02% | 188 |
|
|
2022
Q3 | $456K | Buy |
11,333
+11
| +0.1% | +$443 | 0.03% | 189 |
|
|
2022
Q2 | $443K | Buy |
11,322
+9
| +0.1% | +$352 | 0.02% | 198 |
|
|
2022
Q1 | $548K | Buy |
11,313
+8
| +0.1% | +$388 | 0.03% | 192 |
|
|
2021
Q4 | $542K | Buy |
11,305
+6
| +0.1% | +$288 | 0.03% | 196 |
|
|
2021
Q3 | $524K | Sell |
11,299
-83
| -0.7% | -$3.85K | 0.03% | 189 |
|
|
2021
Q2 | $516K | Buy |
11,382
+3
| +0% | +$136 | 0.03% | 178 |
|
|
2021
Q1 | $445K | Buy |
11,379
+4
| +0% | +$156 | 0.03% | 175 |
|
|
2020
Q4 | $343K | Buy |
11,375
+6
| +0.1% | +$181 | 0.03% | 180 |
|
|
2020
Q3 | $267K | Sell |
11,369
-3,771
| -25% | -$88.6K | 0.03% | 178 |
|
|
2020
Q2 | $388K | Buy |
+15,140
| New | +$388K | 0.04% | 143 |
|