KB Financial Partners’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 | $83K | Sell |
2,041
-230
| -10% | -$9.35K | 0.02% | 211 |
|
|
2023
Q2 | $97K | Sell |
2,271
-12
| -0.5% | -$513 | 0.03% | 209 |
|
|
2023
Q1 | $85K | Buy |
2,283
+89
| +4% | +$3.31K | 0.03% | 218 |
|
|
2022
Q4 | $91K | Buy |
2,194
+131
| +6% | +$5.43K | 0.03% | 223 |
|
|
2022
Q3 | $83K | Sell |
2,063
-9
| -0.4% | -$362 | 0.03% | 214 |
|
|
2022
Q2 | $81K | Sell |
2,072
-19,619
| -90% | -$767K | 0.03% | 223 |
|
|
2022
Q1 | $1.05M | Buy |
21,691
+1,794
| +9% | +$86.9K | 0.29% | 25 |
|
|
2021
Q4 | $955K | Sell |
19,897
-10,324
| -34% | -$496K | 0.27% | 28 |
|
|
2021
Q3 | $1.4M | Buy |
30,221
+4,224
| +16% | +$196K | 0.51% | 16 |
|
|
2021
Q2 | $1.18M | Buy |
25,997
+12,585
| +94% | +$570K | 0.44% | 18 |
|
|
2021
Q1 | $524K | Buy |
+13,412
| New | +$524K | 0.22% | 40 |
|