Edge Capital 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
Q4 | $925K | Buy |
13,171
+879
| +7% | +$61.7K | 0.04% | 173 |
|
|
2024
Q3 | $694K | Sell |
12,292
-559
| -4% | -$31.6K | 0.03% | 196 |
|
|
2024
Q2 | $763K | Sell |
12,851
-2,828
| -18% | -$168K | 0.04% | 183 |
|
|
2024
Q1 | $909K | Buy |
15,679
+294
| +2% | +$17K | 0.05% | 175 |
|
|
2023
Q4 | $757K | Sell |
15,385
-337
| -2% | -$16.6K | 0.04% | 185 |
|
|
2023
Q3 | $642K | Buy |
15,722
+11
| +0.1% | +$449 | 0.04% | 175 |
|
|
2023
Q2 | $671K | Sell |
15,711
-535
| -3% | -$22.8K | 0.04% | 198 |
|
|
2023
Q1 | $607K | Sell |
16,246
-952
| -6% | -$35.6K | 0.04% | 196 |
|
|
2022
Q4 | $710K | Buy |
17,198
+4,818
| +39% | +$199K | 0.05% | 162 |
|
|
2022
Q3 | $498K | Sell |
12,380
-278
| -2% | -$11.2K | 0.04% | 186 |
|
|
2022
Q2 | $496K | Buy |
12,658
+851
| +7% | +$33.3K | 0.04% | 192 |
|
|
2022
Q1 | $572K | Buy |
11,807
+94
| +0.8% | +$4.55K | 0.04% | 185 |
|
|
2021
Q4 | $562K | Hold |
11,713
| – | – | 0.04% | 187 |
|
|
2021
Q3 | $544K | Sell |
11,713
-3,151
| -21% | -$146K | 0.04% | 176 |
|
|
2021
Q2 | $673K | Sell |
14,864
-391
| -3% | -$17.7K | 0.05% | 166 |
|
|
2021
Q1 | $596K | Sell |
15,255
-198
| -1% | -$7.74K | 0.05% | 168 |
|
|
2020
Q4 | $466K | Sell |
15,453
-7,496
| -33% | -$226K | 0.04% | 174 |
|
|
2020
Q3 | $540K | Buy |
22,949
+25
| +0.1% | +$588 | 0.05% | 152 |
|
|
2020
Q2 | $587K | Sell |
22,924
-598
| -3% | -$15.3K | 0.06% | 143 |
|
|
2020
Q1 | $675K | Buy |
23,522
+1,067
| +5% | +$30.6K | 0.08% | 131 |
|
|
2019
Q4 | $1.21M | Buy |
22,455
+7
| +0% | +$377 | 0.12% | 108 |
|
|
2019
Q3 | $1.13M | Sell |
22,448
-262
| -1% | -$13.2K | 0.11% | 109 |
|
|
2019
Q2 | $1.08M | Sell |
22,710
-9,959
| -30% | -$471K | 0.1% | 121 |
|
|
2019
Q1 | $1.58M | Buy |
32,669
+17,605
| +117% | +$851K | 0.16% | 97 |
|
|
2018
Q4 | $694K | Buy |
+15,064
| New | +$694K | 0.08% | 136 |
|