Kintegral Advisory’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-50,408
| Closed | -$2.03M | – | 323 |
|
|
2022
Q3 | $2.03M | Hold |
50,408
| – | – | 0.28% | 92 |
|
|
2022
Q2 | $1.97M | Buy |
50,408
+1,068
| +2% | +$41.8K | 0.26% | 95 |
|
|
2022
Q1 | $2.39M | Buy |
+49,340
| New | +$2.39M | 0.26% | 92 |
|
|
2021
Q4 | – | Sell |
-48,237
| Closed | -$2.24M | – | 267 |
|
|
2021
Q3 | $2.24M | Hold |
48,237
| – | – | 0.26% | 93 |
|
|
2021
Q2 | $2.19M | Hold |
48,237
| – | – | 0.26% | 96 |
|
|
2021
Q1 | $1.89M | Hold |
48,237
| – | – | 0.24% | 104 |
|
|
2020
Q4 | $1.46M | Hold |
48,237
| – | – | 0.2% | 121 |
|
|
2020
Q3 | $1.13M | Sell |
48,237
-1,553
| -3% | -$36.5K | 0.17% | 126 |
|
|
2020
Q2 | $1.28M | Hold |
49,790
| – | – | 0.21% | 115 |
|
|
2020
Q1 | $1.43M | Buy |
49,790
+5,570
| +13% | +$160K | 0.28% | 92 |
|
|
2019
Q4 | $2.38M | Hold |
44,220
| – | – | 0.43% | 66 |
|
|
2019
Q3 | $2.23M | Hold |
44,220
| – | – | 0.44% | 62 |
|
|
2019
Q2 | $2.09M | Hold |
44,220
| – | – | 0.42% | 68 |
|
|
2019
Q1 | $2.14M | Buy |
44,220
+23,131
| +110% | +$1.12M | 0.45% | 66 |
|
|
2018
Q4 | $972K | Buy |
+21,089
| New | +$972K | 0.29% | 87 |
|