Lyell Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,053
| Closed | -$264K | – | 201 |
|
|
2023
Q1 | $264K | Sell |
7,053
-1,732
| -20% | -$64.7K | 0.04% | 176 |
|
|
2022
Q4 | $363K | Sell |
8,785
-291
| -3% | -$12K | 0.06% | 153 |
|
|
2022
Q3 | $365K | Buy |
9,076
+23
| +0.3% | +$925 | 0.06% | 147 |
|
|
2022
Q2 | $355K | Sell |
9,053
-800
| -8% | -$31.4K | 0.06% | 150 |
|
|
2022
Q1 | $477K | Buy |
+9,853
| New | +$477K | 0.06% | 140 |
|
|
2021
Q3 | – | Sell |
-4,891
| Closed | -$221K | – | 191 |
|
|
2021
Q2 | $221K | Buy |
+4,891
| New | +$221K | 0.03% | 175 |
|
|
2020
Q1 | – | Sell |
-5,621
| Closed | -$302K | – | 135 |
|
|
2019
Q4 | $302K | Buy |
5,621
+9
| +0.2% | +$484 | 0.08% | 104 |
|
|
2019
Q3 | $283K | Hold |
5,612
| – | – | 0.09% | 102 |
|
|
2019
Q2 | $266K | Sell |
5,612
-1,225
| -18% | -$58.1K | 0.08% | 108 |
|
|
2019
Q1 | $330K | Sell |
6,837
-815
| -11% | -$39.3K | 0.11% | 101 |
|
|
2018
Q4 | $353K | Sell |
7,652
-1,050
| -12% | -$48.4K | 0.15% | 91 |
|
|
2018
Q3 | $457K | Hold |
8,702
| – | – | 0.15% | 89 |
|
|
2018
Q2 | $482K | Buy |
8,702
+1,545
| +22% | +$85.6K | 0.18% | 82 |
|
|
2018
Q1 | $375K | Sell |
7,157
-745
| -9% | -$39K | 0.14% | 88 |
|
|
2017
Q4 | $479K | Sell |
7,902
-325
| -4% | -$19.7K | 0.19% | 85 |
|
|
2017
Q3 | $454K | Sell |
8,227
-2,462
| -23% | -$136K | 0.2% | 81 |
|
|
2017
Q2 | $592K | Buy |
10,689
+463
| +5% | +$25.6K | 0.29% | 74 |
|
|
2017
Q1 | $569K | Sell |
10,226
-9,409
| -48% | -$524K | 0.31% | 72 |
|
|
2016
Q4 | $1.08M | Buy |
+19,635
| New | +$1.08M | 0.67% | 55 |
|