Brand Asset Management Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-391
| Closed | -$15K | – | 268 |
|
|
2021
Q1 | $15K | Buy |
+391
| New | +$15K | 0.01% | 214 |
|
|
2020
Q1 | – | Sell |
-160
| Closed | -$9K | – | 324 |
|
|
2019
Q4 | $9K | Hold |
160
| – | – | 0.01% | 241 |
|
|
2019
Q3 | $8K | Hold |
160
| – | – | 0.01% | 250 |
|
|
2019
Q2 | $8K | Hold |
160
| – | – | 0.01% | 256 |
|
|
2019
Q1 | $8K | Sell |
160
-90
| -36% | -$4.5K | 0.01% | 235 |
|
|
2018
Q4 | $12K | Hold |
250
| – | – | 0.01% | 172 |
|
|
2018
Q3 | $13K | Hold |
250
| – | – | 0.01% | 199 |
|
|
2018
Q2 | $14K | Buy |
+250
| New | +$14K | 0.01% | 196 |
|