Lee Financial’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,899
| Closed | -$536K | – | 820 |
|
|
2023
Q4 | $536K | Buy |
10,899
+129
| +1% | +$6.35K | 0.09% | 90 |
|
|
2023
Q3 | $440K | Sell |
10,770
-17,866
| -62% | -$730K | 0.08% | 93 |
|
|
2023
Q2 | $1.22M | Sell |
28,636
-1,270
| -4% | -$54.2K | 0.21% | 53 |
|
|
2023
Q1 | $1.12M | Sell |
29,906
-4,259
| -12% | -$159K | 0.19% | 56 |
|
|
2022
Q4 | $1.41M | Buy |
34,165
+450
| +1% | +$18.6K | 0.24% | 55 |
|
|
2022
Q3 | $1.36M | Buy |
33,715
+502
| +2% | +$20.2K | 0.25% | 55 |
|
|
2022
Q2 | $1.3M | Sell |
33,213
-49
| -0.1% | -$1.92K | 0.24% | 56 |
|
|
2022
Q1 | $1.61M | Buy |
33,262
+85
| +0.3% | +$4.12K | 0.29% | 49 |
|
|
2021
Q4 | $1.59M | Sell |
33,177
-7
| -0% | -$336 | 0.3% | 46 |
|
|
2021
Q3 | $1.54M | Buy |
33,184
+459
| +1% | +$21.3K | 0.32% | 45 |
|
|
2021
Q2 | $1.48M | Sell |
32,725
-210
| -0.6% | -$9.51K | 0.31% | 49 |
|
|
2021
Q1 | $1.29M | Buy |
32,935
+32,185
| +4,291% | +$1.26M | 0.31% | 53 |
|
|
2020
Q4 | $23K | Hold |
750
| – | – | 0.01% | 272 |
|
|
2020
Q3 | $18K | Hold |
750
| – | – | 0.01% | 323 |
|
|
2020
Q2 | $19K | Sell |
750
-565
| -43% | -$14.3K | 0.01% | 285 |
|
|
2020
Q1 | $38K | Buy |
1,315
+16
| +1% | +$462 | 0.01% | 192 |
|
|
2019
Q4 | $70K | Buy |
1,299
+12
| +0.9% | +$647 | 0.02% | 165 |
|
|
2019
Q3 | $65K | Buy |
1,287
+13
| +1% | +$657 | 0.01% | 173 |
|
|
2019
Q2 | $60K | Buy |
1,274
+12
| +1% | +$565 | 0.01% | 189 |
|
|
2019
Q1 | $61K | Sell |
1,262
-1,245
| -50% | -$60.2K | 0.01% | 183 |
|
|
2018
Q4 | $116K | Hold |
2,507
| – | – | 0.03% | 142 |
|
|
2018
Q3 | $132K | Buy |
2,507
+2,037
| +433% | +$107K | 0.03% | 146 |
|
|
2018
Q2 | $26K | Buy |
470
+2
| +0.4% | +$111 | 0.01% | 315 |
|
|
2018
Q1 | $25K | Buy |
+468
| New | +$25K | 0.01% | 328 |
|
|
2017
Q3 | – | Sell |
-50
| Closed | -$3K | – | 538 |
|
|
2017
Q2 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 452 |
|