CSat Investment Advisory’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $5K | Sell |
124
-44
| -26% | -$1.77K | ﹤0.01% | 498 |
|
|
2020
Q4 | $5K | Sell |
168
-10,640
| -98% | -$317K | ﹤0.01% | 484 |
|
|
2020
Q3 | $255K | Buy |
10,808
+1,031
| +11% | +$24.3K | 0.02% | 236 |
|
|
2020
Q2 | $251K | Sell |
9,777
-558
| -5% | -$14.3K | 0.03% | 269 |
|
|
2020
Q1 | $297K | Buy |
10,335
+1,379
| +15% | +$39.6K | 0.06% | 187 |
|
|
2019
Q4 | $482K | Buy |
8,956
+1,299
| +17% | +$69.9K | 0.13% | 150 |
|
|
2019
Q3 | $386K | Buy |
7,657
+1,008
| +15% | +$50.8K | 0.12% | 156 |
|
|
2019
Q2 | $315K | Buy |
6,649
+6,620
| +22,828% | +$314K | 0.11% | 139 |
|
|
2019
Q1 | $1K | Buy |
29
+4
| +16% | +$138 | ﹤0.01% | 548 |
|
|
2018
Q4 | $1K | Buy |
25
+13
| +108% | +$520 | ﹤0.01% | 545 |
|
|
2018
Q3 | $1K | Sell |
12
-1
| -8% | -$83 | ﹤0.01% | 547 |
|
|
2018
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 553 |
|
|
2016
Q3 | – | Sell |
-47,465
| Closed | -$2.25M | – | 25 |
|
|
2016
Q2 | $2.25M | Sell |
47,465
-7,378
| -13% | -$349K | 4.72% | 9 |
|
|
2016
Q1 | $2.65M | Sell |
54,843
-69,110
| -56% | -$3.34M | 5.24% | 9 |
|
|
2015
Q4 | $6.74M | Buy |
+123,953
| New | +$6.74M | 5.75% | 10 |
|