Global Wealth Management Investment Advisory’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-151
| Closed | -$7.43K | – | 442 |
|
|
2023
Q4 | $7.43K | Hold |
151
| – | – | ﹤0.01% | 305 |
|
|
2023
Q3 | $6.17K | Hold |
151
| – | – | ﹤0.01% | 323 |
|
|
2023
Q2 | $6.45K | Buy |
+151
| New | +$6.45K | ﹤0.01% | 326 |
|
|
2022
Q3 | – | Sell |
-151
| Closed | -$6K | – | 478 |
|
|
2022
Q2 | $6K | Hold |
151
| – | – | ﹤0.01% | 327 |
|
|
2022
Q1 | $7K | Hold |
151
| – | – | ﹤0.01% | 348 |
|
|
2021
Q4 | $7K | Hold |
151
| – | – | ﹤0.01% | 341 |
|
|
2021
Q3 | $7K | Hold |
151
| – | – | ﹤0.01% | 345 |
|
|
2021
Q2 | $7K | Hold |
151
| – | – | ﹤0.01% | 326 |
|
|
2021
Q1 | $6K | Hold |
151
| – | – | ﹤0.01% | 349 |
|
|
2020
Q4 | $5K | Sell |
151
-425
| -74% | -$14.1K | ﹤0.01% | 341 |
|
|
2020
Q3 | $14K | Sell |
576
-1,291
| -69% | -$31.4K | 0.01% | 254 |
|
|
2020
Q2 | $48K | Buy |
1,867
+547
| +41% | +$14.1K | 0.02% | 195 |
|
|
2020
Q1 | $38K | Buy |
1,320
+643
| +95% | +$18.5K | 0.02% | 187 |
|
|
2019
Q4 | $36K | Sell |
677
-19
| -3% | -$1.01K | 0.02% | 208 |
|
|
2019
Q3 | $35K | Sell |
696
-478
| -41% | -$24K | 0.02% | 197 |
|
|
2019
Q2 | $56K | Buy |
1,174
+103
| +10% | +$4.91K | 0.03% | 163 |
|
|
2019
Q1 | $52K | Sell |
1,071
-413
| -28% | -$20.1K | 0.03% | 201 |
|
|
2018
Q4 | $68K | Buy |
+1,484
| New | +$68K | 0.04% | 205 |
|