HoyleCohen’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 | $1.72M | Buy |
28,933
+462
| +2% | +$27.4K | 0.13% | 118 |
|
|
2024
Q1 | $1.65M | Buy |
28,471
+2
| +0% | +$116 | 0.13% | 126 |
|
|
2023
Q4 | $1.4M | Buy |
28,469
+1,569
| +6% | +$77.2K | 0.11% | 133 |
|
|
2023
Q3 | $1.1M | Sell |
26,900
-258
| -0.9% | -$10.5K | 0.1% | 130 |
|
|
2023
Q2 | $1.16M | Buy |
27,158
+2
| +0% | +$85 | 0.1% | 133 |
|
|
2023
Q1 | $1.02M | Sell |
27,156
-653
| -2% | -$24.4K | 0.09% | 135 |
|
|
2022
Q4 | $1.15M | Buy |
27,809
+2
| +0% | +$83 | 0.11% | 133 |
|
|
2022
Q3 | $1.12M | Sell |
27,807
-1,708
| -6% | -$68.7K | 0.12% | 127 |
|
|
2022
Q2 | $1.16M | Sell |
29,515
-522
| -2% | -$20.4K | 0.12% | 128 |
|
|
2022
Q1 | $1.46M | Sell |
30,037
-523
| -2% | -$25.4K | 0.12% | 124 |
|
|
2021
Q4 | $1.47M | Sell |
30,560
-1,157
| -4% | -$55.5K | 0.12% | 126 |
|
|
2021
Q3 | $1.47M | Sell |
31,717
-627
| -2% | -$29.1K | 0.14% | 117 |
|
|
2021
Q2 | $1.47K | Buy |
32,344
+1
| +0% | – | 0.11% | 119 |
|
|
2021
Q1 | $1.26M | Buy |
32,343
+1,599
| +5% | +$62.5K | 0.13% | 125 |
|
|
2020
Q4 | $928K | Sell |
30,744
-11,032
| -26% | -$333K | 0.11% | 127 |
|
|
2020
Q3 | $982K | Sell |
41,776
-3,706
| -8% | -$87.1K | 0.14% | 106 |
|
|
2020
Q2 | $1.16M | Sell |
45,482
-6,475
| -12% | -$166K | 0.19% | 95 |
|
|
2020
Q1 | $1.49M | Sell |
51,957
-610
| -1% | -$17.5K | 0.3% | 79 |
|
|
2019
Q4 | $2.83M | Buy |
52,567
+285
| +0.5% | +$15.3K | 0.45% | 63 |
|
|
2019
Q3 | $2.64M | Sell |
52,282
-3,805
| -7% | -$192K | 0.45% | 60 |
|
|
2019
Q2 | $2.65M | Buy |
56,087
+1,060
| +2% | +$50.2K | 0.46% | 58 |
|
|
2019
Q1 | $2.66M | Buy |
55,027
+10,588
| +24% | +$512K | 0.47% | 59 |
|
|
2018
Q4 | $2.05M | Sell |
44,439
-2,625
| -6% | -$121K | 0.42% | 61 |
|
|
2018
Q3 | $2.47M | Sell |
47,064
-1,053
| -2% | -$55.4K | 0.47% | 57 |
|
|
2018
Q2 | $2.67M | Sell |
48,117
-1,625
| -3% | -$90.1K | 0.54% | 55 |
|
|
2018
Q1 | $2.61M | Sell |
49,742
-6,700
| -12% | -$351K | 0.53% | 55 |
|
|
2017
Q4 | $3.42M | Buy |
+56,442
| New | +$3.42M | 0.68% | 47 |
|