Coyle Financial Counsel’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 |
-4,038
| Closed | -$240K | – | 77 |
|
|
2024
Q3 | $240K | Hold |
4,038
| – | – | 0.08% | 63 |
|
|
2024
Q2 | $234K | Hold |
4,038
| – | – | 0.08% | 61 |
|
|
2024
Q1 | $234K | Buy |
+4,038
| New | +$234K | 0.08% | 61 |
|
|
2018
Q3 | – | Sell |
-100
| Closed | -$6K | – | 303 |
|
|
2018
Q2 | $6K | Sell |
100
-1,678
| -94% | -$101K | 0.01% | 166 |
|
|
2018
Q1 | $101K | Buy |
+1,778
| New | +$101K | 0.1% | 47 |
|