B. Riley 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 | $807 | Sell |
20,611
-879
| -4% | -$34 | ﹤0.01% | 334 |
|
|
2022
Q1 | $1.04M | Sell |
21,490
-134
| -0.6% | -$6.49K | 0.08% | 209 |
|
|
2021
Q4 | $1.04M | Buy |
21,624
+1,982
| +10% | +$95.1K | 0.07% | 228 |
|
|
2021
Q3 | $912K | Buy |
+19,642
| New | +$912K | 0.07% | 240 |
|
|
2020
Q3 | – | Sell |
-10,207
| Closed | -$261K | – | 542 |
|
|
2020
Q2 | $261K | Buy |
10,207
+1,516
| +17% | +$38.8K | 0.03% | 327 |
|
|
2020
Q1 | $249K | Buy |
8,691
+1,441
| +20% | +$41.3K | 0.03% | 395 |
|
|
2019
Q4 | $390K | Sell |
7,250
-107
| -1% | -$5.76K | 0.06% | 248 |
|
|
2019
Q3 | $371K | Buy |
7,357
+165
| +2% | +$8.32K | 0.06% | 246 |
|
|
2019
Q2 | $340 | Sell |
7,192
-95
| -1% | -$4 | 0.05% | 263 |
|
|
2019
Q1 | $352K | Sell |
7,287
-774
| -10% | -$37.4K | 0.06% | 254 |
|
|
2018
Q4 | $372K | Buy |
8,061
+519
| +7% | +$24K | 0.08% | 215 |
|
|
2018
Q3 | $396K | Buy |
+7,542
| New | +$396K | 0.1% | 177 |
|
|
2016
Q1 | $306K | Buy |
6,348
+654
| +11% | +$31.5K | 0.46% | 80 |
|
|
2015
Q4 | $309K | Buy |
+5,694
| New | +$309K | 0.39% | 90 |
|
|
2015
Q3 | – | Sell |
-3,388
| Closed | -$190K | – | 753 |
|
|
2015
Q2 | $190K | Sell |
3,388
-97
| -3% | -$5.44K | 0.15% | 192 |
|
|
2015
Q1 | $189K | Buy |
3,485
+378
| +12% | +$20.5K | 0.14% | 204 |
|
|
2014
Q4 | $170K | Sell |
3,107
-300
| -9% | -$16.4K | 0.14% | 188 |
|
|
2014
Q3 | $176K | Sell |
3,407
-675
| -17% | -$34.9K | 0.13% | 217 |
|
|
2014
Q2 | $214K | Buy |
4,082
+380
| +10% | +$19.9K | 0.14% | 201 |
|
|
2014
Q1 | $184K | Buy |
+3,702
| New | +$184K | 0.14% | 213 |
|