Gleason Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-228
| Closed | -$13.5K | – | 266 |
|
|
2024
Q2 | $13.5K | Buy |
228
+2
| +0.9% | +$119 | ﹤0.01% | 177 |
|
|
2024
Q1 | $13.1K | Buy |
226
+1
| +0.4% | +$58 | ﹤0.01% | 163 |
|
|
2023
Q4 | $11.1K | Buy |
225
+2
| +0.9% | +$98 | ﹤0.01% | 176 |
|
|
2023
Q3 | $9.11K | Buy |
223
+2
| +0.9% | +$82 | ﹤0.01% | 190 |
|
|
2023
Q2 | $9.44K | Buy |
221
+2
| +0.9% | +$85 | ﹤0.01% | 189 |
|
|
2023
Q1 | $8.2K | Buy |
219
+1
| +0.5% | +$37 | ﹤0.01% | 188 |
|
|
2022
Q4 | $9K | Buy |
218
+2
| +0.9% | +$83 | ﹤0.01% | 174 |
|
|
2022
Q3 | $9K | Buy |
216
+1
| +0.5% | +$42 | ﹤0.01% | 182 |
|
|
2022
Q2 | $8K | Buy |
215
+1
| +0.5% | +$37 | ﹤0.01% | 180 |
|
|
2022
Q1 | $10K | Buy |
214
+1
| +0.5% | +$47 | ﹤0.01% | 172 |
|
|
2021
Q4 | $10K | Buy |
213
+1
| +0.5% | +$47 | ﹤0.01% | 160 |
|
|
2021
Q3 | $10K | Buy |
212
+1
| +0.5% | +$47 | ﹤0.01% | 164 |
|
|
2021
Q2 | $10K | Buy |
211
+1
| +0.5% | +$47 | ﹤0.01% | 163 |
|
|
2021
Q1 | $8K | Hold |
210
| – | – | ﹤0.01% | 162 |
|
|
2020
Q4 | $6K | Buy |
210
+1
| +0.5% | +$29 | ﹤0.01% | 165 |
|
|
2020
Q3 | $5K | Buy |
209
+1
| +0.5% | +$24 | ﹤0.01% | 157 |
|
|
2020
Q2 | $5K | Sell |
208
-1,509
| -88% | -$36.3K | ﹤0.01% | 161 |
|
|
2020
Q1 | $49K | Buy |
1,717
+21
| +1% | +$599 | 0.04% | 79 |
|
|
2019
Q4 | $91K | Buy |
+1,696
| New | +$91K | 0.05% | 76 |
|