Bartlett & Co Wealth Management’s Wells Fargo & Co. WFC.PRQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,700
| Closed | -$92.5K | – | 1210 |
|
|
2023
Q2 | $92.5K | Hold |
3,700
| – | – | ﹤0.01% | 558 |
|
|
2023
Q1 | $86.1K | Sell |
3,700
-200
| -5% | -$4.65K | ﹤0.01% | 490 |
|
|
2022
Q4 | $89.7K | Sell |
3,900
-2,500
| -39% | -$57.5K | ﹤0.01% | 486 |
|
|
2022
Q3 | $144K | Hold |
6,400
| – | – | ﹤0.01% | 416 |
|
|
2022
Q2 | $152K | Hold |
6,400
| – | – | ﹤0.01% | 406 |
|
|
2022
Q1 | $162K | Buy |
+6,400
| New | +$162K | ﹤0.01% | 411 |
|