Connectus 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
Q1 | – | Sell |
-12,226
| Closed | -$602K | – | 529 |
|
|
2023
Q4 | $602K | Buy |
12,226
+679
| +6% | +$33.4K | 0.01% | 391 |
|
|
2023
Q3 | $472K | Buy |
11,547
+51
| +0.4% | +$2.09K | 0.01% | 393 |
|
|
2023
Q2 | $491K | Buy |
11,496
+131
| +1% | +$5.59K | 0.01% | 353 |
|
|
2023
Q1 | $425K | Sell |
11,365
-57,657
| -84% | -$2.16M | 0.01% | 355 |
|
|
2022
Q4 | $2.85M | Buy |
69,022
+1,070
| +2% | +$44.2K | 0.07% | 178 |
|
|
2022
Q3 | $2.74M | Sell |
67,952
-191
| -0.3% | -$7.69K | 0.06% | 228 |
|
|
2022
Q2 | $2.67M | Sell |
68,143
-7,290
| -10% | -$286K | 0.06% | 188 |
|
|
2022
Q1 | $3.62M | Sell |
75,433
-5,338
| -7% | -$256K | 0.11% | 122 |
|
|
2021
Q4 | $3.88M | Buy |
+80,771
| New | +$3.88M | 0.15% | 89 |
|