Horan Securities’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-998
| Closed | -$42.6K | – | 674 |
|
|
2023
Q2 | $42.6K | Hold |
998
| – | – | 0.02% | 250 |
|
|
2023
Q1 | $37.3K | Sell |
998
-165
| -14% | -$6.17K | 0.02% | 244 |
|
|
2022
Q4 | $48K | Buy |
1,163
+169
| +17% | +$6.98K | 0.03% | 209 |
|
|
2022
Q3 | $40K | Buy |
994
+1
| +0.1% | +$40 | 0.02% | 200 |
|
|
2022
Q2 | $41K | Buy |
993
+121
| +14% | +$5K | 0.02% | 192 |
|
|
2022
Q1 | $42K | Buy |
872
+47
| +6% | +$2.26K | 0.02% | 189 |
|
|
2021
Q4 | $40K | Buy |
+825
| New | +$40K | 0.02% | 192 |
|
|
2021
Q2 | $37K | Buy |
828
+333
| +67% | +$14.9K | 0.03% | 191 |
|
|
2021
Q1 | $19K | Buy |
495
+65
| +15% | +$2.5K | 0.02% | 215 |
|
|
2020
Q4 | $13K | Buy |
+430
| New | +$13K | 0.01% | 232 |
|
|
2020
Q3 | – | Sell |
-160
| Closed | -$4K | – | 406 |
|
|
2020
Q2 | $4K | Buy |
+160
| New | +$4K | ﹤0.01% | 261 |
|