Annapolis Financial Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $61.9K | Buy |
1,095
+35
| +3% | +$1.98K | 0.02% | 140 |
|
|
2024
Q2 | $63K | Buy |
1,060
+2
| +0.2% | +$119 | 0.02% | 137 |
|
|
2024
Q1 | $61.3K | Buy |
1,058
+3
| +0.3% | +$174 | 0.02% | 132 |
|
|
2023
Q4 | $51.9K | Sell |
1,055
-247
| -19% | -$12.2K | 0.01% | 195 |
|
|
2023
Q3 | $53.2K | Buy |
1,302
+4
| +0.3% | +$163 | 0.02% | 182 |
|
|
2023
Q2 | $55.4K | Sell |
1,298
-190
| -13% | -$8.11K | 0.02% | 179 |
|
|
2023
Q1 | $55.6K | Buy |
1,488
+3
| +0.2% | +$112 | 0.02% | 167 |
|
|
2022
Q4 | $61.3K | Buy |
1,485
+2
| +0.1% | +$83 | 0.02% | 161 |
|
|
2022
Q3 | $60K | Sell |
1,483
-534
| -26% | -$21.6K | 0.02% | 166 |
|
|
2022
Q2 | $79K | Buy |
2,017
+3
| +0.1% | +$118 | 0.03% | 152 |
|
|
2022
Q1 | $98K | Sell |
2,014
-38
| -2% | -$1.85K | 0.03% | 144 |
|
|
2021
Q4 | $98K | Sell |
2,052
-47
| -2% | -$2.25K | 0.03% | 147 |
|
|
2021
Q3 | $97K | Buy |
2,099
+2
| +0.1% | +$92 | 0.03% | 137 |
|
|
2021
Q2 | $95K | Buy |
2,097
+1
| +0% | +$45 | 0.03% | 133 |
|
|
2021
Q1 | $82K | Sell |
2,096
-9
| -0.4% | -$352 | 0.03% | 133 |
|
|
2020
Q4 | $64K | Buy |
+2,105
| New | +$64K | 0.02% | 137 |
|