DFPG Investments’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.83M | Sell |
37,658
-2,322
| -6% | -$113K | 0.14% | 152 |
|
|
2023
Q3 | $1.62M | Sell |
39,980
-4,693
| -11% | -$190K | 0.15% | 149 |
|
|
2023
Q2 | $2.07M | Buy |
44,673
+12,735
| +40% | +$589K | 0.19% | 126 |
|
|
2023
Q1 | $1.19M | Buy |
31,938
+12,713
| +66% | +$475K | 0.13% | 171 |
|
|
2022
Q4 | $822K | Buy |
+19,225
| New | +$822K | 0.14% | 174 |
|
|
2020
Q4 | – | Sell |
-38,236
| Closed | -$949K | – | 189 |
|
|
2020
Q3 | $949K | Buy |
38,236
+13,289
| +53% | +$330K | 0.51% | 58 |
|
|
2020
Q2 | $610K | Buy |
+24,947
| New | +$610K | 0.37% | 78 |
|
|
2019
Q2 | – | Sell |
-5,649
| Closed | -$278K | – | 181 |
|
|
2019
Q1 | $278K | Sell |
5,649
-2,341
| -29% | -$115K | 0.3% | 98 |
|
|
2018
Q4 | $368K | Buy |
+7,990
| New | +$368K | 0.49% | 77 |
|