Column Capital Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $152K | Buy |
3,730
+1
| +0% | +$41 | 0.02% | 165 |
|
|
2023
Q2 | $159K | Hold |
3,729
| – | – | 0.02% | 160 |
|
|
2023
Q1 | $139K | Sell |
3,729
-1
| -0% | -$37 | 0.02% | 184 |
|
|
2022
Q4 | $154K | Hold |
3,730
| – | – | 0.03% | 152 |
|
|
2022
Q3 | $150K | Hold |
3,730
| – | – | 0.03% | 146 |
|
|
2022
Q2 | $146K | Buy |
3,730
+1,000
| +37% | +$39.1K | 0.03% | 146 |
|
|
2022
Q1 | $132K | Sell |
2,730
-86
| -3% | -$4.16K | 0.02% | 163 |
|
|
2021
Q4 | $135K | Buy |
2,816
+87
| +3% | +$4.17K | 0.03% | 165 |
|
|
2021
Q3 | $127K | Hold |
2,729
| – | – | 0.03% | 160 |
|
|
2021
Q2 | $124K | Hold |
2,729
| – | – | 0.03% | 163 |
|
|
2021
Q1 | $107K | Sell |
2,729
-1
| -0% | -$39 | 0.02% | 168 |
|
|
2020
Q4 | $82K | Sell |
2,730
-3,271
| -55% | -$98.3K | 0.02% | 198 |
|
|
2020
Q3 | $141K | Buy |
6,001
+3,550
| +145% | +$83.4K | 0.04% | 122 |
|
|
2020
Q2 | $62K | Sell |
2,451
-1,162
| -32% | -$29.4K | 0.02% | 213 |
|
|
2020
Q1 | $104K | Buy |
3,613
+178
| +5% | +$5.12K | 0.04% | 117 |
|
|
2019
Q4 | $184K | Buy |
+3,435
| New | +$184K | 0.09% | 93 |
|