Foresight Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-18,664
| Closed | -$751K | – | 104 |
|
|
2022
Q3 | $751K | Sell |
18,664
-107
| -0.6% | -$4.31K | 0.17% | 52 |
|
|
2022
Q2 | $735K | Hold |
18,771
| – | – | 0.15% | 57 |
|
|
2022
Q1 | $910K | Buy |
18,771
+1
| +0% | +$48 | 0.17% | 48 |
|
|
2021
Q4 | $901K | Buy |
18,770
+1
| +0% | +$48 | 0.01% | 43 |
|
|
2021
Q3 | $871K | Buy |
18,769
+310
| +2% | +$14.4K | 0.17% | 41 |
|
|
2021
Q2 | $836K | Hold |
18,459
| – | – | 0.19% | 50 |
|
|
2021
Q1 | $721K | Sell |
18,459
-601
| -3% | -$23.5K | 0.18% | 53 |
|
|
2020
Q4 | $575K | Sell |
19,060
-5,646
| -23% | -$170K | 0.15% | 56 |
|
|
2020
Q3 | $581K | Buy |
24,706
+4,525
| +22% | +$106K | 0.19% | 50 |
|
|
2020
Q2 | $517K | Buy |
20,181
+1,642
| +9% | +$42.1K | 0.24% | 53 |
|
|
2020
Q1 | $532K | Hold |
18,539
| – | – | 0.37% | 44 |
|
|
2019
Q4 | $997K | Buy |
18,539
+5
| +0% | +$269 | 0.61% | 32 |
|
|
2019
Q3 | $935K | Buy |
18,534
+66
| +0.4% | +$3.33K | 0.67% | 33 |
|
|
2019
Q2 | $874K | Buy |
18,468
+13,511
| +273% | +$639K | 0.66% | 36 |
|
|
2019
Q1 | $240K | Hold |
4,957
| – | – | 0.21% | 78 |
|
|
2018
Q4 | $228K | Buy |
+4,957
| New | +$228K | 0.24% | 74 |
|