ICA Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $33.3K | Sell |
561
-3,205
| -85% | -$190K | 0.02% | 284 |
|
|
2024
Q1 | $218K | Sell |
3,766
-992
| -21% | -$57.5K | 0.04% | 263 |
|
|
2023
Q4 | $234K | Buy |
+4,758
| New | +$234K | 0.05% | 231 |
|
|
2023
Q3 | – | Sell |
-4,551
| Closed | -$194K | – | 1236 |
|
|
2023
Q2 | $194K | Sell |
4,551
-34,207
| -88% | -$1.46M | 0.05% | 231 |
|
|
2023
Q1 | $1.45M | Sell |
38,758
-343
| -0.9% | -$12.8K | 0.35% | 67 |
|
|
2022
Q4 | $1.61M | Sell |
39,101
-23,754
| -38% | -$981K | 0.38% | 64 |
|
|
2022
Q3 | $2.53M | Buy |
62,855
+10,018
| +19% | +$403K | 0.54% | 40 |
|
|
2022
Q2 | $2.4M | Sell |
52,837
-1,325
| -2% | -$60.1K | 0.45% | 53 |
|
|
2022
Q1 | $2.44M | Buy |
+54,162
| New | +$2.44M | 0.46% | 53 |
|