EWM
Endurance Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $76K | Hold |
1,785
| – | – | 0.01% | 298 |
|
|
2023
Q1 | $67K | Hold |
1,785
| – | – | 0.01% | 313 |
|
|
2022
Q4 | $74K | Hold |
1,785
| – | – | 0.01% | 284 |
|
|
2022
Q3 | $72K | Hold |
1,785
| – | – | 0.01% | 279 |
|
|
2022
Q2 | $70K | Sell |
1,785
-100
| -5% | -$3.92K | 0.01% | 288 |
|
|
2022
Q1 | $91K | Hold |
1,885
| – | – | 0.01% | 287 |
|
|
2021
Q4 | $91K | Hold |
1,885
| – | – | 0.01% | 300 |
|
|
2021
Q3 | $88K | Hold |
1,885
| – | – | 0.01% | 297 |
|
|
2021
Q2 | $85K | Hold |
1,885
| – | – | 0.01% | 304 |
|
|
2021
Q1 | $74K | Sell |
1,885
-46
| -2% | -$1.81K | 0.01% | 313 |
|
|
2020
Q4 | $58K | Buy |
1,931
+1,200
| +164% | +$36K | 0.01% | 308 |
|
|
2020
Q3 | $17K | Hold |
731
| – | – | ﹤0.01% | 419 |
|
|
2020
Q2 | $19K | Sell |
731
-19,650
| -96% | -$511K | ﹤0.01% | 399 |
|
|
2020
Q1 | $585K | Sell |
20,381
-1,754
| -8% | -$50.3K | 0.11% | 112 |
|
|
2019
Q4 | $1.19M | Sell |
22,135
-2,600
| -11% | -$140K | 0.18% | 90 |
|
|
2019
Q3 | $1.25M | Sell |
24,735
-1,394
| -5% | -$70.3K | 0.21% | 85 |
|
|
2019
Q2 | $1.24M | Sell |
26,129
-1,200
| -4% | -$56.8K | 0.19% | 86 |
|
|
2019
Q1 | $1.32M | Sell |
27,329
-16,750
| -38% | -$810K | 0.22% | 86 |
|
|
2018
Q4 | $2.03M | Sell |
44,079
-2,250
| -5% | -$104K | 0.38% | 67 |
|
|
2018
Q3 | $2.44M | Sell |
46,329
-2,000
| -4% | -$105K | 0.38% | 65 |
|
|
2018
Q2 | $2.68M | Sell |
48,329
-364
| -0.7% | -$20.2K | 0.44% | 60 |
|
|
2018
Q1 | $2.55M | Sell |
48,693
-6,825
| -12% | -$358K | 0.43% | 60 |
|
|
2017
Q4 | $3.37M | Sell |
55,518
-13,844
| -20% | -$840K | 0.54% | 51 |
|
|
2017
Q3 | $3.83M | Sell |
69,362
-10,358
| -13% | -$571K | 0.63% | 50 |
|
|
2017
Q2 | $4.42M | Sell |
79,720
-1,586
| -2% | -$87.9K | 0.75% | 46 |
|
|
2017
Q1 | $4.53M | Buy |
81,306
+100
| +0.1% | +$5.57K | 0.78% | 43 |
|
|
2016
Q4 | $4.48M | Buy |
81,206
+1,900
| +2% | +$105K | 0.8% | 42 |
|
|
2016
Q3 | $3.62M | Sell |
79,306
-36,349
| -31% | -$1.66M | 0.65% | 48 |
|
|
2016
Q2 | $5.47M | Sell |
115,655
-320
| -0.3% | -$15.1K | 1.03% | 35 |
|
|
2016
Q1 | $5.61K | Buy |
115,975
+1,250
| +1% | +$60 | 0.79% | 33 |
|
|
2015
Q4 | $6.24M | Buy |
114,725
+3,795
| +3% | +$206K | 1.19% | 32 |
|
|
2015
Q3 | $5.79M | Sell |
110,930
-1,433
| -1% | -$74.8K | 1.02% | 31 |
|
|
2015
Q2 | $6.32M | Buy |
112,363
+6,375
| +6% | +$359K | 1.06% | 28 |
|
|
2015
Q1 | $5.77M | Buy |
105,988
+3,182
| +3% | +$173K | 1.01% | 30 |
|
|
2014
Q4 | $5.64M | Buy |
102,806
+1,150
| +1% | +$63K | 1.01% | 31 |
|
|
2014
Q3 | $5.27M | Buy |
101,656
+997
| +1% | +$51.7K | 0.98% | 34 |
|
|
2014
Q2 | $5.29M | Buy |
100,659
+9,048
| +10% | +$476K | 0.88% | 36 |
|
|
2014
Q1 | $4.56M | Buy |
91,611
+18,225
| +25% | +$906K | 0.88% | 36 |
|
|
2013
Q4 | $3.33M | Buy |
73,386
+520
| +0.7% | +$23.6K | 0.66% | 49 |
|
|
2013
Q3 | $3.01M | Sell |
72,866
-300
| -0.4% | -$12.4K | 0.64% | 47 |
|
|
2013
Q2 | $3.02M | Buy |
+73,166
| New | +$3.02M | 0.67% | 47 |
|