CA
Claar Advisors’s Wells Fargo WFC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-9,000
| Closed | -$443K | – | 33 |
|
2023
Q4 | $443K | Hold |
9,000
| – | – | 0.16% | 29 |
|
2023
Q3 | $368K | Hold |
9,000
| – | – | 0.15% | 32 |
|
2023
Q2 | $384K | Hold |
9,000
| – | – | 0.15% | 31 |
|
2023
Q1 | $336K | Buy |
9,000
+1,200
| +15% | +$44.9K | 0.14% | 30 |
|
2022
Q4 | $322K | Hold |
7,800
| – | – | 0.14% | 30 |
|
2022
Q3 | $314K | Hold |
7,800
| – | – | 0.13% | 33 |
|
2022
Q2 | $306K | Sell |
7,800
-260
| -3% | -$10.2K | 0.12% | 36 |
|
2022
Q1 | $391K | Sell |
8,060
-1,540
| -16% | -$74.7K | 0.11% | 40 |
|
2021
Q4 | $461K | Hold |
9,600
| – | – | 0.13% | 35 |
|
2021
Q3 | $446K | Hold |
9,600
| – | – | 0.13% | 37 |
|
2021
Q2 | $435K | Buy |
+9,600
| New | +$435K | 0.13% | 37 |
|