Core Wealth 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
Q2 | – | Sell |
-500
| Closed | -$29K | – | 239 |
|
|
2024
Q1 | $29K | Hold |
500
| – | – | 0.01% | 125 |
|
|
2023
Q4 | $24.6K | Buy |
+500
| New | +$24.6K | 0.01% | 127 |
|
|
2021
Q4 | – | Sell |
-22,959
| Closed | -$1.07M | – | 221 |
|
|
2021
Q3 | $1.07M | Buy |
+22,959
| New | +$1.07M | 0.71% | 18 |
|
|
2020
Q2 | – | Sell |
-107
| Closed | -$3K | – | 165 |
|
|
2020
Q1 | $3K | Buy |
+107
| New | +$3K | ﹤0.01% | 126 |
|