Financial Partners Group (Tennessee)’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 | – | Sell |
-16,011
| Closed | -$904K | – | 102 |
|
|
2024
Q3 | $904K | Buy |
16,011
+1,502
| +10% | +$84.8K | 0.34% | 62 |
|
|
2024
Q2 | $862K | Sell |
14,509
-3,423
| -19% | -$203K | 0.33% | 61 |
|
|
2024
Q1 | $1.04M | Sell |
17,932
-487
| -3% | -$28.2K | 0.4% | 59 |
|
|
2023
Q4 | $907K | Buy |
18,419
+400
| +2% | +$19.7K | 0.41% | 53 |
|
|
2023
Q3 | $736K | Buy |
+18,019
| New | +$736K | 0.35% | 54 |
|