Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.45M | Buy |
62,474
+3,659
| +6% | +$143K | 0.18% | 73 |
|
|
2022
Q1 | $2.85M | Buy |
58,815
+6,969
| +13% | +$338K | 0.18% | 70 |
|
|
2021
Q4 | $2.49M | Buy |
51,846
+4,991
| +11% | +$240K | 0.16% | 73 |
|
|
2021
Q3 | $2.18M | Buy |
46,855
+3,022
| +7% | +$140K | 0.16% | 75 |
|
|
2021
Q2 | $1.99M | Buy |
43,833
+963
| +2% | +$43.6K | 0.15% | 78 |
|
|
2021
Q1 | $1.68M | Buy |
42,870
+3,428
| +9% | +$134K | 0.13% | 86 |
|
|
2020
Q4 | $1.19M | Buy |
39,442
+3,926
| +11% | +$118K | 0.11% | 99 |
|
|
2020
Q3 | $835K | Buy |
35,516
+6,250
| +21% | +$147K | 0.09% | 106 |
|
|
2020
Q2 | $749K | Sell |
29,266
-1,754
| -6% | -$44.9K | 0.08% | 114 |
|
|
2020
Q1 | $890K | Sell |
31,020
-7,669
| -20% | -$220K | 0.12% | 88 |
|
|
2019
Q4 | $2.08M | Buy |
38,689
+3,498
| +10% | +$188K | 0.25% | 52 |
|
|
2019
Q3 | $1.78M | Buy |
35,191
+6,392
| +22% | +$322K | 0.24% | 55 |
|
|
2019
Q2 | $1.36M | Buy |
28,799
+257
| +0.9% | +$12.2K | 0.2% | 68 |
|
|
2019
Q1 | $1.38M | Buy |
28,542
+1,089
| +4% | +$52.6K | 0.22% | 65 |
|
|
2018
Q4 | $1.27M | Buy |
27,453
+1,852
| +7% | +$85.3K | 0.24% | 58 |
|
|
2018
Q3 | $1.35M | Buy |
25,601
+3,105
| +14% | +$163K | 0.26% | 60 |
|
|
2018
Q2 | $1.25M | Buy |
22,496
+15,244
| +210% | +$845K | 0.33% | 55 |
|
|
2018
Q1 | $380K | Buy |
7,252
+1,985
| +38% | +$104K | 0.15% | 104 |
|
|
2017
Q4 | $319K | Buy |
+5,267
| New | +$319K | 0.15% | 111 |
|