Hollow Brook Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-40,844
| Closed | -$1.69M | – | 89 |
|
|
2022
Q4 | $1.69M | Buy |
40,844
+657
| +2% | +$27.1K | 0.81% | 34 |
|
|
2022
Q3 | $1.62M | Buy |
40,187
+40
| +0.1% | +$1.61K | 0.92% | 29 |
|
|
2022
Q2 | $1.57M | Sell |
40,147
-568
| -1% | -$22.3K | 0.87% | 30 |
|
|
2022
Q1 | $1.97M | Sell |
40,715
-209
| -0.5% | -$10.1K | 0.88% | 27 |
|
|
2021
Q4 | $1.96M | Buy |
40,924
+1,995
| +5% | +$95.7K | 1.01% | 25 |
|
|
2021
Q3 | $1.81M | Sell |
38,929
-947
| -2% | -$44K | 1.12% | 25 |
|
|
2021
Q2 | $1.81M | Buy |
39,876
+217
| +0.5% | +$9.83K | 1.12% | 24 |
|
|
2021
Q1 | $1.55M | Buy |
+39,659
| New | +$1.55M | 1.02% | 26 |
|