Capital Advisory Group Advisory Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,116
| Closed | -$206K | – | 138 |
|
|
2022
Q3 | $206K | Sell |
5,116
-200
| -4% | -$8.05K | 0.14% | 129 |
|
|
2022
Q2 | $229K | Sell |
5,316
-100
| -2% | -$4.31K | 0.14% | 132 |
|
|
2022
Q1 | $262K | Sell |
5,416
-725
| -12% | -$35.1K | 0.12% | 133 |
|
|
2021
Q4 | $295K | Sell |
6,141
-56
| -0.9% | -$2.69K | 0.13% | 128 |
|
|
2021
Q3 | $288K | Sell |
6,197
-1,025
| -14% | -$47.6K | 0.1% | 161 |
|
|
2021
Q2 | $327K | Sell |
7,222
-157
| -2% | -$7.11K | 0.12% | 144 |
|
|
2021
Q1 | $288K | Buy |
7,379
+630
| +9% | +$24.6K | 0.11% | 147 |
|
|
2020
Q4 | $204K | Buy |
6,749
+2,352
| +53% | +$71.1K | 0.09% | 181 |
|
|
2020
Q3 | $103K | Buy |
4,397
+1,316
| +43% | +$30.8K | 0.05% | 174 |
|
|
2020
Q2 | $79K | Buy |
3,081
+644
| +26% | +$16.5K | 0.04% | 183 |
|
|
2020
Q1 | $69K | Buy |
+2,437
| New | +$69K | 0.09% | 101 |
|
|
2019
Q4 | – | Sell |
-3,096
| Closed | -$156K | – | 422 |
|
|
2019
Q3 | $156K | Hold |
3,096
| – | – | 0.1% | 84 |
|
|
2019
Q2 | $147K | Hold |
3,096
| – | – | 0.1% | 94 |
|
|
2019
Q1 | $150K | Hold |
3,096
| – | – | 0.11% | 89 |
|
|
2018
Q4 | $143K | Sell |
3,096
-1,850
| -37% | -$85.4K | 0.11% | 86 |
|
|
2018
Q3 | $262K | Buy |
4,946
+1,152
| +30% | +$61K | 0.18% | 67 |
|
|
2018
Q2 | $209K | Sell |
3,794
-1,074
| -22% | -$59.2K | 0.15% | 75 |
|
|
2018
Q1 | $256K | Buy |
+4,868
| New | +$256K | 0.19% | 66 |
|