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	-18,664	Closed	-$751K	–	109
2022 Q3	$751K	Sell	18,664 -107	-0.6%	-$4.6K	0.17%	54
2022 Q2	$735K	Hold	18,771	–	–	0.15%	59
2022 Q1	$910K	Buy	18,771 +1	+0%	+$54	0.17%	50
2021 Q4	$901K	Buy	18,770 +1	+0%	+$49	0.01%	50
2021 Q3	$871K	Buy	18,769 +310	+2%	+$14.3K	0.17%	43
2021 Q2	$836K	Hold	18,459	–	–	0.19%	52
2021 Q1	$721K	Sell	18,459 -601	-3%	-$21.3K	0.18%	55
2020 Q4	$575K	Sell	19,060 -5,646	-23%	-$146K	0.15%	58
2020 Q3	$581K	Buy	24,706 +4,525	+22%	+$112K	0.19%	54
2020 Q2	$517K	Buy	20,181 +1,642	+9%	+$44.9K	0.24%	55
2020 Q1	$532K	Hold	18,539	–	–	0.37%	47
2019 Q4	$997K	Buy	18,539 +5	+0%	+$262	0.61%	34
2019 Q3	$935K	Buy	18,534 +66	+0.4%	+$3.11K	0.67%	35
2019 Q2	$874K	Buy	18,468 +13,511	+273%	+$632K	0.66%	38
2019 Q1	$240K	Hold	4,957	–	–	0.21%	80
2018 Q4	$228K	Buy	+4,957	New	+$254K	0.24%	76