FirstPurpose Wealth’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $688K | Sell |
12,082
-1,662
| -12% | -$94.6K | 0.25% | 72 |
|
|
2023
Q4 | $676K | Buy |
13,744
+99
| +0.7% | +$4.87K | 0.26% | 70 |
|
|
2023
Q3 | $558K | Buy |
13,645
+3,104
| +29% | +$127K | 0.24% | 74 |
|
|
2023
Q2 | $450K | Buy |
10,541
+318
| +3% | +$13.6K | 0.19% | 92 |
|
|
2023
Q1 | $382K | Buy |
10,223
+4,278
| +72% | +$160K | 0.19% | 97 |
|
|
2022
Q4 | $245K | Buy |
5,945
+159
| +3% | +$6.57K | 0.14% | 143 |
|
|
2022
Q3 | $233K | Buy |
+5,786
| New | +$233K | 0.15% | 126 |
|
|
2022
Q2 | – | Sell |
-4,376
| Closed | -$212K | – | 159 |
|
|
2022
Q1 | $212K | Sell |
4,376
-266
| -6% | -$12.9K | 0.17% | 124 |
|
|
2021
Q4 | $223K | Buy |
+4,642
| New | +$223K | 0.14% | 124 |
|