Imprint Wealth’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $372K | Buy |
6,460
+1,509
| +30% | +$86.9K | 0.09% | 197 |
|
|
2023
Q4 | $245K | Sell |
4,951
-1,076
| -18% | -$53.1K | 0.2% | 134 |
|
|
2023
Q3 | $246K | Sell |
6,027
-94,333
| -94% | -$3.85M | 0.21% | 124 |
|
|
2023
Q2 | $4.28M | Buy |
100,360
+1,583
| +2% | +$67.6K | 2.7% | 5 |
|
|
2023
Q1 | $3.69M | Buy |
+98,777
| New | +$3.69M | 2.43% | 6 |
|