Alaethes Wealth’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,363
| Closed | -$303K | – | 118 |
|
|
2024
Q3 | $303K | Hold |
5,363
| – | – | 0.11% | 99 |
|
|
2024
Q2 | $318K | Hold |
5,363
| – | – | 0.13% | 97 |
|
|
2024
Q1 | $311K | Hold |
5,363
| – | – | 0.14% | 97 |
|
|
2023
Q4 | $264K | Hold |
5,363
| – | – | 0.12% | 103 |
|
|
2023
Q3 | $219K | Hold |
5,363
| – | – | 0.12% | 106 |
|
|
2023
Q2 | $229K | Buy |
+5,363
| New | +$229K | 0.13% | 104 |
|
|
2023
Q1 | – | Sell |
-4,955
| Closed | -$205K | – | 112 |
|
|
2022
Q4 | $205K | Sell |
4,955
-17,595
| -78% | -$726K | 0.14% | 101 |
|
|
2022
Q3 | $907K | Hold |
22,550
| – | – | 0.67% | 66 |
|
|
2022
Q2 | $883K | Buy |
22,550
+190
| +0.8% | +$7.44K | 0.65% | 70 |
|
|
2022
Q1 | $1.08M | Hold |
22,360
| – | – | 0.69% | 58 |
|
|
2021
Q4 | $1.07M | Hold |
22,360
| – | – | 0.68% | 63 |
|
|
2021
Q3 | $1.04M | Hold |
22,360
| – | – | 0.75% | 52 |
|
|
2021
Q2 | $1.01M | Hold |
22,360
| – | – | 0.78% | 50 |
|
|
2021
Q1 | $874K | Buy |
+22,360
| New | +$874K | 0.81% | 46 |
|