Laurel Wealth Advisors (California)’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 | $1.83M | Sell |
44,386
-193
| -0.4% | -$7.95K | 0.18% | 128 |
|
|
2022
Q3 | $1.79M | Buy |
44,579
+284
| +0.6% | +$11.4K | 0.19% | 119 |
|
|
2022
Q2 | $1.74M | Sell |
44,295
-1,635
| -4% | -$64K | 0.18% | 130 |
|
|
2022
Q1 | $2.23M | Buy |
45,930
+2,047
| +5% | +$99.2K | 0.18% | 118 |
|
|
2021
Q4 | $2.11M | Buy |
43,883
+18,919
| +76% | +$908K | 0.16% | 130 |
|
|
2021
Q3 | $1.16M | Sell |
24,964
-5,866
| -19% | -$272K | 0.21% | 112 |
|
|
2021
Q2 | $1.4M | Sell |
30,830
-3,720
| -11% | -$169K | 0.18% | 126 |
|
|
2021
Q1 | $1.35M | Buy |
34,550
+3,956
| +13% | +$155K | 0.2% | 111 |
|
|
2020
Q4 | $923K | Sell |
30,594
-5,259
| -15% | -$159K | 0.14% | 166 |
|
|
2020
Q3 | $843K | Sell |
35,853
-5,664
| -14% | -$133K | 0.14% | 160 |
|
|
2020
Q2 | $1.06M | Sell |
41,517
-4,075
| -9% | -$104K | 0.19% | 123 |
|
|
2020
Q1 | $1.31M | Buy |
45,592
+4,964
| +12% | +$143K | 0.3% | 84 |
|
|
2019
Q4 | $2.19M | Sell |
40,628
-18,449
| -31% | -$992K | 0.37% | 63 |
|
|
2019
Q3 | $2.98M | Buy |
59,077
+6,404
| +12% | +$323K | 0.51% | 47 |
|
|
2019
Q2 | $2.49M | Buy |
52,673
+13,378
| +34% | +$633K | 0.55% | 44 |
|
|
2019
Q1 | $1.9M | Buy |
39,295
+16
| +0% | +$773 | 0.47% | 49 |
|
|
2018
Q4 | $1.81M | Sell |
39,279
-15,762
| -29% | -$726K | 0.53% | 43 |
|
|
2018
Q3 | $2.89M | Buy |
55,041
+7,411
| +16% | +$389K | 0.71% | 30 |
|
|
2018
Q2 | $2.64M | Sell |
47,630
-67
| -0.1% | -$3.71K | 0.7% | 31 |
|
|
2018
Q1 | $2.5M | Sell |
47,697
-2,680
| -5% | -$140K | 0.77% | 26 |
|
|
2017
Q4 | $3.06M | Buy |
50,377
+5,432
| +12% | +$330K | 0.88% | 24 |
|
|
2017
Q3 | $2.48M | Buy |
44,945
+4,959
| +12% | +$273K | 0.83% | 23 |
|
|
2017
Q2 | $2.22M | Buy |
39,986
+8,186
| +26% | +$453K | 0.79% | 25 |
|
|
2017
Q1 | $1.77M | Sell |
31,800
-24
| -0.1% | -$1.34K | 0.68% | 34 |
|
|
2016
Q4 | $1.75M | Buy |
31,824
+3,359
| +12% | +$185K | 0.78% | 27 |
|
|
2016
Q3 | $1.26M | Buy |
28,465
+3,503
| +14% | +$155K | 0.6% | 48 |
|
|
2016
Q2 | $1.18M | Buy |
24,962
+6,546
| +36% | +$310K | 0.57% | 52 |
|
|
2016
Q1 | $891K | Sell |
18,416
-3,036
| -14% | -$147K | 0.45% | 64 |
|
|
2015
Q4 | $1.17M | Buy |
+21,452
| New | +$1.17M | 0.6% | 47 |
|