Cutler Group’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 | $354K | Sell |
6,114
-5,944
| -49% | -$344K | 0.12% | 119 |
|
2023
Q4 | $593K | Sell |
12,058
-39,392
| -77% | -$1.94M | 0.05% | 219 |
|
2023
Q3 | $2.1M | Buy |
51,450
+27,240
| +113% | +$1.11M | 0.22% | 83 |
|
2023
Q2 | $1.03M | Sell |
24,210
-66,072
| -73% | -$2.82M | 0.14% | 104 |
|
2023
Q1 | $3.37M | Buy |
90,282
+77,834
| +625% | +$2.91M | 0.35% | 46 |
|
2022
Q4 | $513K | Sell |
12,448
-502
| -4% | -$20.7K | 0.04% | 274 |
|
2022
Q3 | $520K | Sell |
12,950
-24,771
| -66% | -$995K | 0.04% | 255 |
|
2022
Q2 | $1.48M | Buy |
37,721
+2,520
| +7% | +$98.7K | 0.1% | 133 |
|
2022
Q1 | $1.71M | Sell |
35,201
-158,176
| -82% | -$7.66M | 0.09% | 134 |
|
2021
Q4 | $9.28M | Buy |
193,377
+193,013
| +53,026% | +$9.26M | 0.39% | 31 |
|
2021
Q3 | $16K | Sell |
364
-155,359
| -100% | -$6.83M | ﹤0.01% | 1595 |
|
2021
Q2 | $7.05M | Buy |
155,723
+143,285
| +1,152% | +$6.49M | 0.33% | 40 |
|
2021
Q1 | $485K | Sell |
12,438
-52,900
| -81% | -$2.06M | 0.02% | 410 |
|
2020
Q4 | $1.97M | Sell |
65,338
-12,601
| -16% | -$380K | 0.09% | 129 |
|
2020
Q3 | $1.83M | Sell |
77,939
-87,902
| -53% | -$2.07M | 0.11% | 108 |
|
2020
Q2 | $4.25M | Buy |
165,841
+157,121
| +1,802% | +$4.02M | 0.28% | 44 |
|
2020
Q1 | $250K | Buy |
+8,720
| New | +$250K | 0.01% | 370 |
|
2019
Q4 | – | Sell |
-111,843
| Closed | -$5.64M | – | 2215 |
|
2019
Q3 | $5.64M | Buy |
111,843
+105,847
| +1,765% | +$5.34M | 0.52% | 21 |
|
2019
Q2 | $283K | Sell |
5,996
-76,683
| -93% | -$3.62M | 0.03% | 373 |
|
2019
Q1 | $4M | Sell |
82,679
-88,355
| -52% | -$4.27M | 0.41% | 39 |
|
2018
Q4 | $7.88M | Buy |
171,034
+95,324
| +126% | +$4.39M | 0.75% | 17 |
|
2018
Q3 | $3.98M | Buy |
75,710
+27,808
| +58% | +$1.46M | 0.28% | 52 |
|
2018
Q2 | $2.66M | Buy |
47,902
+3,872
| +9% | +$215K | 0.21% | 76 |
|
2018
Q1 | $2.31M | Sell |
44,030
-25,122
| -36% | -$1.32M | 0.2% | 74 |
|
2017
Q4 | $4.2M | Sell |
69,152
-44,584
| -39% | -$2.7M | 0.17% | 55 |
|
2017
Q3 | $6.27M | Sell |
113,736
-328,940
| -74% | -$18.1M | 0.24% | 47 |
|
2017
Q2 | $24.5M | Buy |
442,676
+292,661
| +195% | +$16.2M | 0.91% | 12 |
|
2017
Q1 | $8.35M | Buy |
150,015
+22,015
| +17% | +$1.23M | 0.35% | 42 |
|
2016
Q4 | $7.05M | Buy |
128,000
+82,720
| +183% | +$4.56M | 0.25% | 45 |
|
2016
Q3 | $2M | Buy |
45,280
+33,286
| +278% | +$1.47M | 0.09% | 115 |
|
2016
Q2 | $567K | Buy |
11,994
+4,164
| +53% | +$197K | 0.03% | 339 |
|
2016
Q1 | $378K | Sell |
7,830
-6,670
| -46% | -$322K | 0.02% | 390 |
|
2015
Q4 | $788K | Buy |
+14,500
| New | +$788K | 0.04% | 258 |
|