Carmichael Hill & Associates’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $84.1K | Buy |
1,490
+6
| +0.4% | +$339 | 0.03% | 248 |
|
|
2024
Q2 | $88.2K | Sell |
1,484
-1,037
| -41% | -$61.6K | 0.03% | 226 |
|
|
2024
Q1 | $146K | Buy |
2,521
+5
| +0.2% | +$290 | 0.06% | 196 |
|
|
2023
Q4 | $124K | Buy |
2,516
+6
| +0.2% | +$295 | 0.05% | 201 |
|
|
2023
Q3 | $103K | Buy |
2,510
+6
| +0.2% | +$245 | 0.05% | 207 |
|
|
2023
Q2 | $107K | Buy |
2,504
+1,770
| +241% | +$75.5K | 0.05% | 206 |
|
|
2023
Q1 | $27.4K | Buy |
734
+5
| +0.7% | +$187 | 0.01% | 351 |
|
|
2022
Q4 | $30.1K | Buy |
729
+5
| +0.7% | +$206 | 0.02% | 334 |
|
|
2022
Q3 | $29K | Buy |
724
+5
| +0.7% | +$200 | 0.02% | 336 |
|
|
2022
Q2 | $28K | Sell |
719
-1,761
| -71% | -$68.6K | 0.01% | 339 |
|
|
2022
Q1 | $121K | Buy |
2,480
+1,768
| +248% | +$86.3K | 0.06% | 188 |
|
|
2021
Q4 | $34K | Buy |
712
+3
| +0.4% | +$143 | 0.02% | 339 |
|
|
2021
Q3 | $33K | Buy |
709
+3
| +0.4% | +$140 | 0.02% | 344 |
|
|
2021
Q2 | $32K | Buy |
706
+2
| +0.3% | +$91 | 0.02% | 353 |
|
|
2021
Q1 | $28K | Buy |
704
+2
| +0.3% | +$80 | 0.02% | 363 |
|
|
2020
Q4 | $21K | Buy |
702
+2
| +0.3% | +$60 | 0.01% | 381 |
|
|
2020
Q3 | $16K | Buy |
700
+200
| +40% | +$4.57K | 0.01% | 383 |
|
|
2020
Q2 | $13K | Sell |
500
-100
| -17% | -$2.6K | 0.01% | 394 |
|
|
2020
Q1 | $17K | Sell |
600
-101
| -14% | -$2.86K | 0.01% | 337 |
|
|
2019
Q4 | $38K | Buy |
+701
| New | +$38K | 0.03% | 276 |
|
|
2018
Q1 | – | Sell |
-4,138
| Closed | -$251K | – | 122 |
|
|
2017
Q4 | $251K | Buy |
+4,138
| New | +$251K | 0.27% | 96 |
|