Freedman Financial Associates’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,664
| Closed | -$81K | – | 459 |
|
|
2022
Q1 | $81K | Hold |
1,664
| – | – | 0.06% | 143 |
|
|
2021
Q4 | $80K | Hold |
1,664
| – | – | 0.05% | 148 |
|
|
2021
Q3 | $77K | Hold |
1,664
| – | – | 0.06% | 143 |
|
|
2021
Q2 | $75K | Hold |
1,664
| – | – | 0.06% | 143 |
|
|
2021
Q1 | $65K | Hold |
1,664
| – | – | 0.05% | 163 |
|
|
2020
Q4 | $50K | Buy |
+1,664
| New | +$50K | 0.04% | 186 |
|