Executive Wealth Management’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 | $226K | Buy |
+3,211
| New | +$226K | 0.02% | 244 |
|
|
2024
Q2 | – | Sell |
-3,981
| Closed | -$229K | – | 251 |
|
|
2024
Q1 | $229K | Buy |
+3,981
| New | +$229K | 0.02% | 227 |
|
|
2019
Q3 | – | Sell |
-1,695
| Closed | -$80K | – | 798 |
|
|
2019
Q2 | $80K | Buy |
1,695
+611
| +56% | +$28.8K | 0.01% | 235 |
|
|
2019
Q1 | $52K | Sell |
1,084
-1,782
| -62% | -$85.5K | 0.01% | 266 |
|
|
2018
Q4 | $132K | Buy |
+2,866
| New | +$132K | 0.02% | 171 |
|