Alterna Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15,028
| Closed | -$871K | – | 114 |
|
|
2024
Q1 | $871K | Buy |
15,028
+3,809
| +34% | +$221K | 0.71% | 32 |
|
|
2023
Q4 | $552K | Hold |
11,219
| – | – | 0.66% | 41 |
|
|
2023
Q3 | $458K | Sell |
11,219
-150
| -1% | -$6.13K | 0.59% | 48 |
|
|
2023
Q2 | $485K | Sell |
11,369
-650
| -5% | -$27.7K | 0.56% | 44 |
|
|
2023
Q1 | $449K | Sell |
12,019
-1,355
| -10% | -$50.7K | 0.56% | 46 |
|
|
2022
Q4 | $552K | Buy |
13,374
+57
| +0.4% | +$2.35K | 0.62% | 36 |
|
|
2022
Q3 | $536K | Sell |
13,317
-1,350
| -9% | -$54.3K | 0.64% | 35 |
|
|
2022
Q2 | $575K | Sell |
14,667
-500
| -3% | -$19.6K | 0.58% | 36 |
|
|
2022
Q1 | $735K | Buy |
15,167
+500
| +3% | +$24.2K | 0.62% | 36 |
|
|
2021
Q4 | $704K | Buy |
+14,667
| New | +$704K | 0.58% | 44 |
|
|
2019
Q1 | – | Sell |
-53,757
| Closed | -$2.98M | – | 333 |
|
|
2018
Q4 | $2.98M | Buy |
+53,757
| New | +$2.98M | 0.49% | 34 |
|