Brewin Dolphin 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 | $184K | Buy |
4,208
+2,104
| +100% | +$92K | 0.02% | 125 |
|
|
2022
Q1 | $102K | Sell |
2,104
-872
| -29% | -$42.3K | 0.01% | 155 |
|
|
2021
Q4 | $143K | Sell |
2,976
-300
| -9% | -$14.4K | 0.02% | 149 |
|
|
2021
Q3 | $152K | Hold |
3,276
| – | – | 0.02% | 140 |
|
|
2021
Q2 | $148K | Buy |
3,276
+339
| +12% | +$15.4K | 0.02% | 142 |
|
|
2021
Q1 | $115K | Buy |
2,937
+200
| +7% | +$7.81K | 0.02% | 136 |
|
|
2020
Q4 | $82.6K | Sell |
2,737
-740
| -21% | -$22.3K | 0.01% | 139 |
|
|
2020
Q3 | $81.7K | Sell |
3,477
-1,040
| -23% | -$24.5K | 0.02% | 138 |
|
|
2020
Q2 | $116K | Buy |
4,517
+2,767
| +158% | +$70.8K | 0.02% | 123 |
|
|
2020
Q1 | $50.2K | Hold |
1,750
| – | – | 0.03% | 109 |
|
|
2019
Q4 | $94.2K | Hold |
1,750
| – | – | 0.04% | 98 |
|
|
2019
Q3 | $88.3K | Sell |
1,750
-1,000
| -36% | -$50.4K | 0.04% | 95 |
|
|
2019
Q2 | $130K | Hold |
2,750
| – | – | 0.07% | 87 |
|
|
2019
Q1 | $133K | Hold |
2,750
| – | – | 0.07% | 86 |
|
|
2018
Q4 | $127K | Hold |
2,750
| – | – | 0.08% | 85 |
|
|
2018
Q3 | $145K | Buy |
2,750
+260
| +10% | +$13.7K | 0.08% | 86 |
|
|
2018
Q2 | $138K | Sell |
2,490
-600
| -19% | -$33.3K | 0.08% | 83 |
|
|
2018
Q1 | $162K | Sell |
3,090
-325
| -10% | -$17K | 0.1% | 78 |
|
|
2017
Q4 | $207K | Hold |
3,415
| – | – | 0.13% | 67 |
|
|
2017
Q3 | $188K | Buy |
+3,415
| New | +$188K | 0.13% | 64 |
|