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Cordasco Financial Network’s Wells Fargo WFC Stock Holding History

Cordasco Financial Network’s Portfolio WFC Stock Details WFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$59K Hold
1,500
– – 0.04% 175
2022
Q1 		$73K Hold
1,500
– – 0.05% 154
2021
Q4 		$72K Hold
1,500
– – 0.05% 159
2021
Q3 		$70K Hold
1,500
– – 0.05% 156
2021
Q2 		$68K Hold
1,500
– – 0.05% 155
2021
Q1 		$59K Hold
1,500
– – 0.04% 159
2020
Q4 		$45K Sell
1,500
-531
-26% -$15.9K 0.04% 177
2020
Q3 		$48K Buy
2,031
+531
+35% +$12.5K 0.04% 167
2020
Q2 		$38K Buy
+1,500
New +$38K 0.03% 173
2019
Q4 		– Sell
-500
Closed -$25K – 481
2019
Q3 		$25K Hold
500
– – 0.02% 198
2019
Q2 		$24K Hold
500
– – 0.02% 200
2019
Q1 		$24K Hold
500
– – 0.02% 216
2018
Q4 		$23K Hold
500
– – 0.03% 184
2018
Q3 		$26K Hold
500
– – 0.02% 183
2018
Q2 		$28K Hold
500
– – 0.03% 187
2018
Q1 		$26K Buy
+500
New +$26K 0.03% 166
2017
Q2 		– Sell
-33
Closed -$2K – 288
2017
Q1 		$2K Buy
+33
New +$2K ﹤0.01% 258
2016
Q4 		– Sell
-2,500
Closed -$118K – 276
2016
Q3 		$118K Hold
2,500
– – 0.14% 86
2016
Q2 		$118K Hold
2,500
– – 0.14% 86
2016
Q1 		$121K Hold
2,500
– – 0.14% 87
2015
Q4 		$136K Sell
2,500
-2,200
-47% -$120K 0.12% 86
2015
Q3 		$241K Hold
4,700
– – 0.2% 70
2015
Q2 		$264K Buy
4,700
+250
+6% +$14K 0.21% 67
2015
Q1 		$242K Buy
4,450
+500
+13% +$27.2K 0.17% 77
2014
Q4 		$217K Hold
3,950
– – 0.17% 90
2014
Q3 		$205K Hold
3,950
– – 0.16% 92
2014
Q2 		$208K Hold
3,950
– – 0.16% 90
2014
Q1 		$196K Buy
3,950
+1,750
+80% +$86.8K 0.16% 88
2013
Q4 		$100K Buy
+2,200
New +$100K 0.07% 110