Kore Private Wealth’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $338K | Buy |
8,408
+33
| +0.4% | +$1.33K | 0.06% | 169 |
|
|
2022
Q2 | $328K | Sell |
8,375
-715
| -8% | -$28K | 0.05% | 204 |
|
|
2022
Q1 | $441K | Buy |
9,090
+43
| +0.5% | +$2.09K | 0.06% | 183 |
|
|
2021
Q4 | $434K | Sell |
9,047
-833
| -8% | -$40K | 0.05% | 189 |
|
|
2021
Q3 | $459K | Sell |
9,880
-36
| -0.4% | -$1.67K | 0.05% | 255 |
|
|
2021
Q2 | $449K | Buy |
9,916
+968
| +11% | +$43.8K | 0.05% | 238 |
|
|
2021
Q1 | $350K | Sell |
8,948
-1,962
| -18% | -$76.7K | 0.05% | 246 |
|
|
2020
Q4 | $329K | Sell |
10,910
-3,715
| -25% | -$112K | 0.05% | 214 |
|
|
2020
Q3 | $344K | Buy |
14,625
+11
| +0.1% | +$259 | 0.07% | 177 |
|
|
2020
Q2 | $374K | Buy |
14,614
+3,339
| +30% | +$85.5K | 0.08% | 155 |
|
|
2020
Q1 | $324K | Buy |
11,275
+1,902
| +20% | +$54.7K | 0.08% | 157 |
|
|
2019
Q4 | $504K | Hold |
9,373
| – | – | 0.1% | 138 |
|
|
2019
Q3 | $459K | Sell |
9,373
-420
| -4% | -$20.6K | 0.1% | 136 |
|
|
2019
Q2 | $463K | Buy |
9,793
+102
| +1% | +$4.82K | 0.1% | 135 |
|
|
2019
Q1 | $468K | Sell |
9,691
-145
| -1% | -$7K | 0.11% | 126 |
|
|
2018
Q4 | $453K | Buy |
+9,836
| New | +$453K | 0.12% | 130 |
|