CFO4Life’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 | $221K | Buy |
+5,354
| New | +$221K | 0.05% | 157 |
|
2016
Q4 | $906K | Sell |
16,449
-978
| -6% | -$53.9K | 0.75% | 17 |
|
2016
Q3 | $772K | Buy |
17,427
+631
| +4% | +$28K | 0.67% | 22 |
|
2016
Q2 | $795K | Sell |
16,796
-1,683
| -9% | -$79.7K | 0.68% | 23 |
|
2016
Q1 | $894K | Sell |
18,479
-4,250
| -19% | -$206K | 0.8% | 19 |
|
2015
Q4 | $1.24M | Sell |
22,729
-495
| -2% | -$26.9K | 1.17% | 18 |
|
2015
Q3 | $1.19M | Sell |
23,224
-2,072
| -8% | -$106K | 1.27% | 15 |
|
2015
Q2 | $1.42M | Buy |
25,296
+348
| +1% | +$19.6K | 1.19% | 20 |
|
2015
Q1 | $1.36M | Buy |
24,948
+6,454
| +35% | +$351K | 1.13% | 19 |
|
2014
Q4 | $1.01M | Buy |
+18,494
| New | +$1.01M | 0.84% | 20 |
|