HBW Advisory Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,109
| Closed | -$202K | – | 370 |
|
|
2024
Q1 | $202K | Hold |
4,109
| – | – | 0.04% | 287 |
|
|
2023
Q4 | $202K | Buy |
+4,109
| New | +$202K | 0.04% | 287 |
|
|
2022
Q2 | – | Sell |
-5,161
| Closed | -$250K | – | 260 |
|
|
2022
Q1 | $250K | Sell |
5,161
-632
| -11% | -$30.6K | 0.09% | 188 |
|
|
2021
Q4 | $278K | Buy |
5,793
+565
| +11% | +$27.1K | 0.06% | 212 |
|
|
2021
Q3 | $243K | Sell |
5,228
-1,656
| -24% | -$77K | 0.06% | 218 |
|
|
2021
Q2 | $312K | Buy |
6,884
+550
| +9% | +$24.9K | 0.08% | 183 |
|
|
2021
Q1 | $247K | Buy |
+6,334
| New | +$247K | 0.07% | 210 |
|
|
2020
Q1 | – | Sell |
-4,060
| Closed | -$214K | – | 149 |
|
|
2019
Q4 | $214K | Buy |
+4,060
| New | +$214K | 0.12% | 127 |
|