Gerber Kawasaki Wealth & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,036
| Closed | -$140K | – | 1106 |
|
|
2021
Q3 | $140K | Sell |
3,036
-6,173
| -67% | -$285K | 0.02% | 211 |
|
|
2021
Q2 | $417K | Buy |
+9,209
| New | +$417K | 0.04% | 159 |
|
|
2017
Q3 | – | Sell |
-5,286
| Closed | -$293K | – | 122 |
|
|
2017
Q2 | $293K | Sell |
5,286
-119
| -2% | -$6.6K | 0.11% | 92 |
|
|
2017
Q1 | $297K | Sell |
5,405
-780
| -13% | -$42.9K | 0.13% | 90 |
|
|
2016
Q4 | $340K | Sell |
6,185
-1,499
| -20% | -$82.4K | 0.18% | 77 |
|
|
2016
Q3 | $340K | Sell |
7,684
-793
| -9% | -$35.1K | 0.2% | 77 |
|
|
2016
Q2 | $401K | Sell |
8,477
-383
| -4% | -$18.1K | 0.25% | 63 |
|
|
2016
Q1 | $428K | Sell |
8,860
-15,259
| -63% | -$737K | 0.3% | 55 |
|
|
2015
Q4 | $1.31M | Buy |
+24,119
| New | +$1.31M | 0.89% | 27 |
|