Heritage Wealth Management (Arizona)’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 | $762K | Buy |
12,833
+19
| +0.1% | +$1.13K | 0.42% | 54 |
|
|
2024
Q1 | $743K | Buy |
12,814
+21
| +0.2% | +$1.22K | 0.38% | 62 |
|
|
2023
Q4 | $630K | Buy |
+12,793
| New | +$630K | 0.34% | 67 |
|
|
2022
Q4 | $1.11M | Buy |
26,763
+12,376
| +86% | +$511K | 0.16% | 108 |
|
|
2022
Q3 | $579K | Buy |
14,387
+237
| +2% | +$9.54K | 0.19% | 89 |
|
|
2022
Q2 | $554K | Buy |
14,150
+18
| +0.1% | +$705 | 0.18% | 88 |
|
|
2022
Q1 | $685K | Buy |
+14,132
| New | +$685K | 0.19% | 92 |
|
|
2021
Q3 | $585K | Sell |
12,604
-186
| -1% | -$8.63K | 0.21% | 81 |
|
|
2021
Q2 | $579K | Buy |
+12,790
| New | +$579K | 0.22% | 83 |
|