Foresight Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $751K | Sell |
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|
2022
Q2 | $735K | Hold |
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|
2022
Q1 | $910K | Buy |
|
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|
2021
Q4 | $901K | Buy |
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|
2021
Q3 | $871K | Buy |
|
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|
2021
Q2 | $836K | Hold |
|
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|
2021
Q1 | $721K | Sell |
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|
2020
Q4 | $575K | Sell |
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|
2020
Q3 | $581K | Buy |
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|
2020
Q2 | $517K | Buy |
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|
2020
Q1 | $532K | Hold |
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|
2019
Q4 | $997K | Buy |
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|
2019
Q3 | $935K | Buy |
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|
2019
Q2 | $874K | Buy |
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|
2019
Q1 | $240K | Hold |
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|
2018
Q4 | $228K | Buy |
|