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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