Econ Financial Services’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 | – | Sell |
-11,389
| Closed | -$561K | – | 102 |
|
|
2023
Q4 | $561K | Sell |
11,389
-34,239
| -75% | -$1.69M | 0.39% | 58 |
|
|
2023
Q3 | $1.86M | Buy |
+45,628
| New | +$1.86M | 1.36% | 28 |
|
|
2022
Q3 | – | Sell |
-16,971
| Closed | -$665K | – | 108 |
|
|
2022
Q2 | $665K | Buy |
16,971
+2,684
| +19% | +$105K | 0.54% | 45 |
|
|
2022
Q1 | $692K | Sell |
14,287
-3,446
| -19% | -$167K | 0.51% | 45 |
|
|
2021
Q4 | $851K | Buy |
+17,733
| New | +$851K | 0.63% | 48 |
|