Householder Group Estate & Retirement Specialist’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $52K | Sell |
742
-1,456
| -66% | -$102K | 0.04% | 210 |
|
|
2024
Q3 | $124K | Sell |
2,198
-55
| -2% | -$3.1K | 0.04% | 329 |
|
|
2024
Q2 | $133K | Sell |
2,253
-701
| -24% | -$41.4K | 0.04% | 301 |
|
|
2024
Q1 | $171K | Sell |
2,954
-98
| -3% | -$5.68K | 0.05% | 259 |
|
|
2023
Q4 | $150K | Buy |
3,052
+2
| +0.1% | +$98 | 0.05% | 277 |
|
|
2023
Q3 | $125K | Buy |
+3,050
| New | +$125K | 0.04% | 278 |
|
|
2023
Q1 | $105K | Buy |
+2,806
| New | +$105K | 0.04% | 298 |
|
|
2022
Q4 | – | Sell |
-2,156
| Closed | -$86K | – | 1165 |
|
|
2022
Q3 | $86K | Buy |
+2,156
| New | +$86K | 0.04% | 294 |
|