Disciplined 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
Q3 | – | Sell |
-179
| Closed | -$7.64K | – | 1547 |
|
|
2023
Q2 | $7.64K | Sell |
179
-63
| -26% | -$2.69K | ﹤0.01% | 353 |
|
|
2023
Q1 | $9.05K | Buy |
242
+75
| +45% | +$2.8K | ﹤0.01% | 357 |
|
|
2022
Q4 | $6.9K | Sell |
167
-18
| -10% | -$743 | ﹤0.01% | 359 |
|
|
2022
Q3 | $7K | Buy |
185
+48
| +35% | +$1.82K | ﹤0.01% | 396 |
|
|
2022
Q2 | $5K | Sell |
137
-61
| -31% | -$2.23K | ﹤0.01% | 456 |
|
|
2022
Q1 | $10K | Buy |
198
+173
| +692% | +$8.74K | ﹤0.01% | 378 |
|
|
2021
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 479 |
|
|
2021
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 428 |
|
|
2021
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 415 |
|
|
2021
Q1 | $1K | Sell |
25
-199
| -89% | -$7.96K | ﹤0.01% | 381 |
|
|
2020
Q4 | $7K | Hold |
224
| – | – | ﹤0.01% | 246 |
|
|
2020
Q3 | $5K | Sell |
224
-25
| -10% | -$558 | ﹤0.01% | 301 |
|
|
2020
Q2 | $6K | Hold |
249
| – | – | ﹤0.01% | 305 |
|
|
2020
Q1 | $7K | Buy |
249
+205
| +466% | +$5.76K | 0.01% | 299 |
|
|
2019
Q4 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 392 |
|