Avitas 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
Q4 | $3.24M | Buy |
46,138
+300
| +0.7% | +$21.1K | 0.45% | 55 |
|
|
2024
Q3 | $2.59M | Buy |
45,838
+596
| +1% | +$33.7K | 0.36% | 70 |
|
|
2024
Q2 | $2.69M | Buy |
45,242
+65
| +0.1% | +$3.86K | 0.39% | 64 |
|
|
2024
Q1 | $2.62M | Buy |
+45,177
| New | +$2.62M | 0.4% | 65 |
|
|
2018
Q3 | – | Sell |
-64,715
| Closed | -$3.59M | – | 164 |
|
|
2018
Q2 | $3.59M | Buy |
+64,715
| New | +$3.59M | 1.12% | 21 |
|