Horizon 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
2022
Q3
Sell
-102,101
Closed -$4M 110
2022
Q2
$4M Sell
102,101
-2,477
-2% -$97K 1.66% 17
2022
Q1
$5.07M Sell
104,578
-4,340
-4% -$210K 1.57% 19
2021
Q4
$5.23M Buy
+108,918
New +$5.23M 1.52% 16