Johnson Midwest Financial’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $55.3K | Buy |
1,353
+11
| +0.8% | +$449 | 0.12% | 80 |
|
|
2023
Q2 | $57.3K | Buy |
1,342
+9
| +0.7% | +$384 | 0.05% | 82 |
|
|
2023
Q1 | $49.8K | Buy |
1,333
+8
| +0.6% | +$299 | 0.07% | 86 |
|
|
2022
Q4 | $55K | Buy |
1,325
+8
| +0.6% | +$332 | 0.2% | 80 |
|
|
2022
Q3 | $53 | Buy |
1,317
+9
| +0.7% | – | 0.2% | 81 |
|
|
2022
Q2 | $51K | Buy |
1,308
+7
| +0.5% | +$273 | 0.07% | 82 |
|
|
2022
Q1 | $63K | Buy |
1,301
+6
| +0.5% | +$291 | 0.09% | 75 |
|
|
2021
Q4 | $62K | Buy |
1,295
+5
| +0.4% | +$239 | 0.05% | 83 |
|
|
2021
Q3 | $60K | Buy |
1,290
+5
| +0.4% | +$233 | 0.05% | 89 |
|
|
2021
Q2 | $58K | Buy |
1,285
+115
| +10% | +$5.19K | 0.06% | 86 |
|
|
2021
Q1 | $46K | Buy |
1,170
+3
| +0.3% | +$118 | 0.05% | 96 |
|
|
2020
Q4 | $35K | Buy |
+1,167
| New | +$35K | 0.03% | 104 |
|