First Personal Financial Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $223K | Buy |
3,954
+21
| +0.5% | +$1.19K | 0.05% | 117 |
|
|
2024
Q2 | $234K | Sell |
3,933
-361
| -8% | -$21.4K | 0.05% | 113 |
|
|
2024
Q1 | $249K | Buy |
4,294
+881
| +26% | +$51.1K | 0.06% | 106 |
|
|
2023
Q4 | $168K | Buy |
3,413
+924
| +37% | +$45.5K | 0.04% | 125 |
|
|
2023
Q3 | $102K | Hold |
2,489
| – | – | 0.03% | 154 |
|
|
2023
Q2 | $106K | Hold |
2,489
| – | – | 0.03% | 152 |
|
|
2023
Q1 | $93K | Hold |
2,489
| – | – | 0.02% | 155 |
|
|
2022
Q4 | $103K | Hold |
2,489
| – | – | 0.03% | 157 |
|
|
2022
Q3 | $100K | Hold |
2,489
| – | – | 0.03% | 153 |
|
|
2022
Q2 | $97K | Sell |
2,489
-4,920
| -66% | -$192K | 0.03% | 138 |
|
|
2022
Q1 | $359K | Sell |
7,409
-168
| -2% | -$8.14K | 0.08% | 91 |
|
|
2021
Q4 | $364K | Hold |
7,577
| – | – | 0.08% | 96 |
|
|
2021
Q3 | $352K | Sell |
7,577
-1,000
| -12% | -$46.5K | 0.09% | 97 |
|
|
2021
Q2 | $388K | Buy |
8,577
+350
| +4% | +$15.8K | 0.1% | 92 |
|
|
2021
Q1 | $321K | Hold |
8,227
| – | – | 0.09% | 96 |
|
|
2020
Q4 | $248K | Sell |
8,227
-800
| -9% | -$24.1K | 0.07% | 106 |
|
|
2020
Q3 | $212K | Sell |
9,027
-588
| -6% | -$13.8K | 0.07% | 109 |
|
|
2020
Q2 | $246K | Sell |
9,615
-80
| -0.8% | -$2.05K | 0.08% | 103 |
|
|
2020
Q1 | $278K | Sell |
9,695
-1,465
| -13% | -$42K | 0.11% | 91 |
|
|
2019
Q4 | $600K | Sell |
11,160
-5,193
| -32% | -$279K | 0.19% | 76 |
|
|
2019
Q3 | $825K | Sell |
16,353
-489
| -3% | -$24.7K | 0.26% | 70 |
|
|
2019
Q2 | $797K | Buy |
16,842
+303
| +2% | +$14.3K | 0.23% | 88 |
|
|
2019
Q1 | $799K | Buy |
16,539
+265
| +2% | +$12.8K | 0.24% | 86 |
|
|
2018
Q4 | $750K | Buy |
16,274
+1,550
| +11% | +$71.4K | 0.26% | 81 |
|
|
2018
Q3 | $774K | Sell |
14,724
-296
| -2% | -$15.6K | 0.24% | 87 |
|
|
2018
Q2 | $833K | Sell |
15,020
-3,592
| -19% | -$199K | 0.28% | 80 |
|
|
2018
Q1 | $975K | Sell |
18,612
-7,289
| -28% | -$382K | 0.21% | 103 |
|
|
2017
Q4 | $1.57M | Sell |
25,901
-907
| -3% | -$55K | 0.31% | 82 |
|
|
2017
Q3 | $1.48M | Buy |
26,808
+356
| +1% | +$19.6K | 0.31% | 80 |
|
|
2017
Q2 | $1.47M | Buy |
26,452
+235
| +0.9% | +$13K | 0.32% | 78 |
|
|
2017
Q1 | $1.46M | Sell |
26,217
-76
| -0.3% | -$4.23K | 0.35% | 75 |
|
|
2016
Q4 | $1.45M | Sell |
26,293
-5,433
| -17% | -$299K | 0.38% | 71 |
|
|
2016
Q3 | $1.41M | Buy |
31,726
+1,073
| +4% | +$47.5K | 0.41% | 72 |
|
|
2016
Q2 | $1.45M | Buy |
30,653
+16,457
| +116% | +$779K | 0.5% | 62 |
|
|
2016
Q1 | $686K | Buy |
14,196
+957
| +7% | +$46.2K | 0.34% | 71 |
|
|
2015
Q4 | $720K | Buy |
13,239
+9,612
| +265% | +$523K | 0.41% | 71 |
|
|
2015
Q3 | $187K | Buy |
3,627
+825
| +29% | +$42.5K | 0.11% | 115 |
|
|
2015
Q2 | $158K | Buy |
2,802
+474
| +20% | +$26.7K | 0.09% | 121 |
|
|
2015
Q1 | $127K | Buy |
2,328
+562
| +32% | +$30.7K | 0.08% | 127 |
|
|
2014
Q4 | $96K | Buy |
+1,766
| New | +$96K | 0.06% | 132 |
|