Greenspring Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,270
| Closed | -$272K | – | 127 |
|
|
2023
Q1 | $272K | Sell |
7,270
-439
| -6% | -$16.4K | 0.06% | 102 |
|
|
2022
Q4 | $318K | Buy |
7,709
+656
| +9% | +$27.1K | 0.08% | 83 |
|
|
2022
Q3 | $284K | Buy |
7,053
+1,809
| +34% | +$72.8K | 0.09% | 79 |
|
|
2022
Q2 | $206K | Sell |
5,244
-61
| -1% | -$2.4K | 0.06% | 104 |
|
|
2022
Q1 | $257K | Sell |
5,305
-316
| -6% | -$15.3K | 0.07% | 90 |
|
|
2021
Q4 | $270K | Buy |
+5,621
| New | +$270K | 0.07% | 92 |
|