Freedom Investment Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,838
| Closed | -$377K | – | 764 |
|
|
2023
Q2 | $377K | Sell |
8,838
-1,451
| -14% | -$61.9K | 0.04% | 476 |
|
|
2023
Q1 | $385K | Sell |
10,289
-756
| -7% | -$28.3K | 0.04% | 482 |
|
|
2022
Q4 | $456K | Sell |
11,045
-634
| -5% | -$26.2K | 0.05% | 460 |
|
|
2022
Q3 | $470K | Sell |
11,679
-499
| -4% | -$20.1K | 0.05% | 438 |
|
|
2022
Q2 | $477K | Sell |
12,178
-2,083
| -15% | -$81.6K | 0.05% | 466 |
|
|
2022
Q1 | $691K | Sell |
14,261
-30,195
| -68% | -$1.46M | 0.06% | 383 |
|
|
2021
Q4 | $2.13M | Buy |
44,456
+43
| +0.1% | +$2.06K | 0.16% | 169 |
|
|
2021
Q3 | $2.06M | Sell |
44,413
-24,056
| -35% | -$1.12M | 0.16% | 168 |
|
|
2021
Q2 | $3.1M | Buy |
68,469
+525
| +0.8% | +$23.8K | 0.23% | 101 |
|
|
2021
Q1 | $2.66M | Sell |
67,944
-521
| -0.8% | -$20.4K | 0.21% | 115 |
|
|
2020
Q4 | $2.07M | Buy |
68,465
+2,392
| +4% | +$72.2K | 0.23% | 101 |
|
|
2020
Q3 | $1.55M | Buy |
66,073
+14,730
| +29% | +$346K | 0.17% | 126 |
|
|
2020
Q2 | $1.31M | Sell |
51,343
-8,559
| -14% | -$219K | 0.14% | 134 |
|
|
2020
Q1 | $2.87M | Buy |
59,902
+14,291
| +31% | +$684K | 0.25% | 86 |
|
|
2019
Q4 | $2.45M | Buy |
45,611
+6,910
| +18% | +$372K | 0.22% | 101 |
|
|
2019
Q3 | $1.95M | Buy |
38,701
+8,504
| +28% | +$429K | 0.17% | 126 |
|
|
2019
Q2 | $1.43M | Buy |
30,197
+8,090
| +37% | +$383K | 0.12% | 173 |
|
|
2019
Q1 | $1.07M | Buy |
22,107
+3,765
| +21% | +$182K | 0.09% | 222 |
|
|
2018
Q4 | $845K | Buy |
18,342
+8,858
| +93% | +$408K | 0.07% | 298 |
|
|
2018
Q3 | $558K | Sell |
9,484
-448
| -5% | -$26.4K | 0.04% | 485 |
|
|
2018
Q2 | $551K | Buy |
9,932
+2,156
| +28% | +$120K | 0.03% | 508 |
|
|
2018
Q1 | $408K | Sell |
7,776
-2,122
| -21% | -$111K | 0.02% | 732 |
|
|
2017
Q4 | $600K | Sell |
9,898
-248
| -2% | -$15K | 0.03% | 551 |
|
|
2017
Q3 | $560K | Sell |
10,146
-8,167
| -45% | -$451K | 0.03% | 540 |
|
|
2017
Q2 | $1.02M | Sell |
18,313
-4,854
| -21% | -$269K | 0.06% | 308 |
|
|
2017
Q1 | $1.29M | Buy |
23,167
+1,407
| +6% | +$78.3K | 0.08% | 221 |
|
|
2016
Q4 | $1.2M | Buy |
21,760
+3,118
| +17% | +$172K | 0.08% | 201 |
|
|
2016
Q3 | $825K | Buy |
18,642
+2,656
| +17% | +$118K | 0.05% | 295 |
|
|
2016
Q2 | $757K | Buy |
15,986
+5,365
| +51% | +$254K | 0.05% | 296 |
|
|
2016
Q1 | $514K | Sell |
10,621
-9
| -0.1% | -$436 | 0.04% | 393 |
|
|
2015
Q4 | $578K | Sell |
10,630
-190,144
| -95% | -$10.3M | 0.04% | 356 |
|
|
2015
Q3 | $568K | Buy |
200,774
+195,259
| +3,541% | +$552K | 0.06% | 292 |
|
|
2015
Q2 | $310K | Buy |
+5,515
| New | +$310K | 0.03% | 485 |
|
|
2013
Q3 | – | Sell |
-6,544
| Closed | -$270K | – | 408 |
|
|
2013
Q2 | $270K | Buy |
+6,544
| New | +$270K | 0.09% | 205 |
|