Financial Gravity Asset Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $66.6K | Buy |
+928
| New | +$66.6K | 0.01% | 268 |
|
|
2024
Q2 | – | Sell |
-4
| Closed | -$231 | – | 2533 |
|
|
2024
Q1 | $231 | Buy |
4
+3
| +300% | +$173 | ﹤0.01% | 1590 |
|
|
2023
Q4 | $52 | Hold |
1
| – | – | ﹤0.01% | 1331 |
|
|
2023
Q3 | $52 | Sell |
1
-42
| -98% | -$2.18K | ﹤0.01% | 1043 |
|
|
2023
Q2 | $1.73K | Buy |
43
+6
| +16% | +$242 | ﹤0.01% | 677 |
|
|
2023
Q1 | $2.59K | Sell |
37
-4
| -10% | -$280 | 0.08% | 255 |
|
|
2022
Q4 | $1.61K | Sell |
41
-599
| -94% | -$23.4K | 0.01% | 578 |
|
|
2022
Q3 | $2.9K | Sell |
640
-62
| -9% | -$280 | 0.1% | 216 |
|
|
2022
Q2 | $2.9K | Sell |
702
-162
| -19% | -$670 | 0.09% | 221 |
|
|
2022
Q1 | $3.24K | Sell |
864
-288
| -25% | -$1.08K | 0.09% | 193 |
|
|
2021
Q4 | $4.84K | Buy |
1,152
+1,049
| +1,018% | +$4.41K | 0.11% | 216 |
|
|
2021
Q3 | $46K | Sell |
103
-6
| -6% | -$2.68K | 0.02% | 601 |
|
|
2021
Q2 | $45K | Sell |
109
-16
| -13% | -$6.61K | 0.02% | 605 |
|
|
2021
Q1 | $4.89K | Buy |
125
+68
| +119% | +$2.66K | 0.1% | 147 |
|
|
2020
Q4 | $2K | Buy |
+57
| New | +$2K | ﹤0.01% | 352 |
|
|
2020
Q2 | – | Sell |
-680
| Closed | -$16.6K | – | 930 |
|
|
2020
Q1 | $16.6K | Sell |
680
-87
| -11% | -$2.13K | 0.05% | 141 |
|
|
2019
Q4 | $72K | Buy |
767
+34
| +5% | +$3.19K | 0.05% | 467 |
|
|
2019
Q3 | $37K | Buy |
733
+2
| +0.3% | +$101 | 0.03% | 339 |
|
|
2019
Q2 | $35K | Sell |
731
-26
| -3% | -$1.25K | 0.03% | 392 |
|
|
2019
Q1 | $37K | Buy |
+757
| New | +$37K | 0.03% | 368 |
|
|
2018
Q3 | $86K | Buy |
1,638
+1,161
| +243% | +$61K | 0.09% | 231 |
|
|
2018
Q2 | $28K | Buy |
477
+124
| +35% | +$7.28K | 0.03% | 438 |
|
|
2018
Q1 | $18K | Buy |
+353
| New | +$18K | 0.02% | 514 |
|