DWMG
DB Wealth Management Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $119K | Hold |
2,410
| – | – | 0.07% | 108 |
|
|
2023
Q3 | $98.5K | Hold |
2,410
| – | – | 0.06% | 111 |
|
|
2023
Q2 | $103K | Hold |
2,410
| – | – | 0.06% | 106 |
|
|
2023
Q1 | $90.1K | Hold |
2,410
| – | – | 0.06% | 112 |
|
|
2022
Q4 | $99.5K | Hold |
2,410
| – | – | 0.06% | 109 |
|
|
2022
Q3 | $97K | Hold |
2,410
| – | – | 0.07% | 110 |
|
|
2022
Q2 | $94K | Hold |
2,410
| – | – | 0.06% | 114 |
|
|
2022
Q1 | $117K | Hold |
2,410
| – | – | 0.07% | 111 |
|
|
2021
Q4 | $116K | Hold |
2,410
| – | – | 0.07% | 107 |
|
|
2021
Q3 | $112K | Hold |
2,410
| – | – | 0.07% | 113 |
|
|
2021
Q2 | $109K | Hold |
2,410
| – | – | 0.07% | 112 |
|
|
2021
Q1 | $94K | Sell |
2,410
-77
| -3% | -$3K | 0.06% | 117 |
|
|
2020
Q4 | $75K | Buy |
+2,487
| New | +$75K | 0.06% | 129 |
|