Claris Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-424
| Closed | -$24K | – | 1161 |
|
|
2024
Q3 | $24K | Buy |
+424
| New | +$24K | 0.01% | 174 |
|
|
2023
Q1 | – | Sell |
-20,405
| Closed | -$843K | – | 53 |
|
|
2022
Q4 | $843K | Buy |
20,405
+104
| +0.5% | +$4.29K | 0.8% | 15 |
|
|
2022
Q3 | $817K | Sell |
20,301
-3,771
| -16% | -$152K | 0.94% | 11 |
|
|
2022
Q2 | $943K | Sell |
24,072
-8
| -0% | -$313 | 1.02% | 11 |
|
|
2022
Q1 | $1.17M | Sell |
24,080
-7,292
| -23% | -$353K | 1.24% | 10 |
|
|
2021
Q4 | $1.51M | Buy |
+31,372
| New | +$1.51M | 1.59% | 10 |
|