CIC Wealth’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 | $497K | Sell |
8,806
-329
| -4% | -$18.6K | 0.13% | 101 |
|
|
2024
Q2 | $543K | Sell |
9,135
-1,209
| -12% | -$71.8K | 0.15% | 97 |
|
|
2024
Q1 | $600K | Sell |
10,344
-469
| -4% | -$27.2K | 0.17% | 91 |
|
|
2023
Q4 | $532K | Sell |
10,813
-4,314
| -29% | -$212K | 0.17% | 91 |
|
|
2023
Q3 | $618K | Sell |
15,127
-944
| -6% | -$38.6K | 0.22% | 86 |
|
|
2023
Q2 | $686K | Sell |
16,071
-972
| -6% | -$41.5K | 0.24% | 78 |
|
|
2023
Q1 | $637K | Sell |
17,043
-637
| -4% | -$23.8K | 0.24% | 81 |
|
|
2022
Q4 | $730K | Buy |
+17,680
| New | +$730K | 0.3% | 70 |
|