BDO Wealth Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $382K | Buy |
8,939
+7,824
| +702% | +$334K | 0.04% | 197 |
|
|
2023
Q1 | $41.7K | Buy |
1,115
+240
| +27% | +$8.97K | 0.01% | 451 |
|
|
2022
Q4 | $36.1K | Hold |
875
| – | – | ﹤0.01% | 466 |
|
|
2022
Q3 | $35K | Buy |
875
+100
| +13% | +$4K | ﹤0.01% | 470 |
|
|
2022
Q2 | $30K | Hold |
775
| – | – | ﹤0.01% | 496 |
|
|
2022
Q1 | $38K | Hold |
775
| – | – | ﹤0.01% | 482 |
|
|
2021
Q4 | $37K | Sell |
775
-1,300
| -63% | -$62.1K | ﹤0.01% | 503 |
|
|
2021
Q3 | $96K | Sell |
2,075
-196
| -9% | -$9.07K | 0.01% | 357 |
|
|
2021
Q2 | $103K | Sell |
2,271
-3,300
| -59% | -$150K | 0.01% | 367 |
|
|
2021
Q1 | $218K | Buy |
5,571
+4,871
| +696% | +$191K | 0.03% | 278 |
|
|
2020
Q4 | $21K | Sell |
700
-1,250
| -64% | -$37.5K | ﹤0.01% | 463 |
|
|
2020
Q3 | $46K | Sell |
1,950
-1,100
| -36% | -$25.9K | 0.01% | 343 |
|
|
2020
Q2 | $78K | Sell |
3,050
-983
| -24% | -$25.1K | 0.01% | 290 |
|
|
2020
Q1 | $116K | Buy |
4,033
+2,100
| +109% | +$60.4K | 0.02% | 255 |
|
|
2019
Q4 | $104K | Sell |
1,933
-864
| -31% | -$46.5K | 0.03% | 244 |
|
|
2019
Q3 | $141K | Buy |
2,797
+9
| +0.3% | +$454 | 0.04% | 222 |
|
|
2019
Q2 | $132K | Sell |
2,788
-196
| -7% | -$9.28K | 0.04% | 224 |
|
|
2019
Q1 | $144K | Sell |
2,984
-1,543
| -34% | -$74.5K | 0.04% | 193 |
|
|
2018
Q4 | $209K | Sell |
4,527
-1,137
| -20% | -$52.5K | 0.07% | 143 |
|
|
2018
Q3 | $298K | Buy |
5,664
+249
| +5% | +$13.1K | 0.1% | 125 |
|
|
2018
Q2 | $300K | Buy |
5,415
+1,156
| +27% | +$64K | 0.1% | 120 |
|
|
2018
Q1 | $223K | Buy |
4,259
+862
| +25% | +$45.1K | 0.08% | 118 |
|
|
2017
Q4 | $206K | Buy |
3,397
+426
| +14% | +$25.8K | 0.09% | 111 |
|
|
2017
Q3 | $164K | Buy |
2,971
+237
| +9% | +$13.1K | 0.08% | 113 |
|
|
2017
Q2 | $151K | Buy |
+2,734
| New | +$151K | 0.07% | 139 |
|