Johanson Financial Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $273K | Buy |
5,683
+191
| +3% | +$9.18K | 0.08% | 112 |
|
|
2021
Q3 | $255K | Buy |
5,492
+25
| +0.5% | +$1.16K | 0.09% | 107 |
|
|
2021
Q2 | $246K | Sell |
5,467
-59
| -1% | -$2.66K | 0.08% | 106 |
|
|
2021
Q1 | $232K | Buy |
+5,526
| New | +$232K | 0.08% | 104 |
|
|
2020
Q2 | – | Sell |
-7,768
| Closed | -$222K | – | 103 |
|
|
2020
Q1 | $222K | Sell |
7,768
-549,436
| -99% | -$15.7M | 0.13% | 86 |
|
|
2019
Q4 | $10.4M | Buy |
557,204
+545,501
| +4,661% | +$10.1M | 0.49% | 40 |
|
|
2019
Q3 | $589K | Sell |
11,703
-4,510
| -28% | -$227K | 0.31% | 62 |
|
|
2019
Q2 | $768K | Sell |
16,213
-3,066
| -16% | -$145K | 0.41% | 55 |
|
|
2019
Q1 | $933K | Buy |
19,279
+756
| +4% | +$36.6K | 0.52% | 47 |
|
|
2018
Q4 | $851K | Sell |
18,523
-760
| -4% | -$34.9K | 0.57% | 45 |
|
|
2018
Q3 | $1.02M | Buy |
19,283
+667
| +4% | +$35.1K | 0.59% | 41 |
|
|
2018
Q2 | $1.04M | Sell |
18,616
-385
| -2% | -$21.4K | 0.66% | 40 |
|
|
2018
Q1 | $992K | Buy |
19,001
+30
| +0.2% | +$1.57K | 0.66% | 37 |
|
|
2017
Q4 | $1.15M | Buy |
18,971
+604
| +3% | +$36.7K | 0.76% | 33 |
|
|
2017
Q3 | $1.02M | Sell |
18,367
-7
| -0% | -$388 | 0.74% | 34 |
|
|
2017
Q2 | $1.02M | Buy |
18,374
+1,626
| +10% | +$90.4K | 0.83% | 34 |
|
|
2017
Q1 | $935K | Buy |
+16,748
| New | +$935K | 0.82% | 34 |
|
|
2016
Q4 | – | Sell |
-15,968
| Closed | -$707K | – | 70 |
|
|
2016
Q3 | $707K | Buy |
15,968
+1,247
| +8% | +$55.2K | 0.76% | 34 |
|
|
2016
Q2 | $696K | Buy |
14,721
+639
| +5% | +$30.2K | 0.82% | 34 |
|
|
2016
Q1 | $683K | Buy |
14,082
+612
| +5% | +$29.7K | 0.84% | 31 |
|
|
2015
Q4 | $735K | Buy |
+13,470
| New | +$735K | 0.96% | 30 |
|