Macroview Investment Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,500
| Closed | -$84.7K | – | 552 |
|
|
2024
Q3 | $84.7K | Sell |
1,500
-135
| -8% | -$7.63K | 0.08% | 109 |
|
|
2024
Q2 | $97.1K | Buy |
1,635
+135
| +9% | +$8.02K | 0.1% | 100 |
|
|
2024
Q1 | $86.9K | Sell |
1,500
-18
| -1% | -$1.04K | 0.1% | 112 |
|
|
2023
Q4 | $74.7K | Buy |
1,518
+18
| +1% | +$886 | 0.09% | 118 |
|
|
2023
Q3 | $61.3K | Buy |
+1,500
| New | +$61.3K | 0.08% | 105 |
|
|
2022
Q2 | – | Sell |
-261
| Closed | -$13K | – | 539 |
|
|
2022
Q1 | $13K | Buy |
+261
| New | +$13K | 0.02% | 239 |
|
|
2018
Q3 | – | Sell |
-228
| Closed | -$13K | – | 364 |
|
|
2018
Q2 | $13K | Hold |
228
| – | – | 0.05% | 117 |
|
|
2018
Q1 | $12K | Buy |
+228
| New | +$12K | 0.04% | 108 |
|
|
2015
Q1 | – | Sell |
-13
| Closed | -$1K | – | 249 |
|
|
2014
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 185 |
|
|
2014
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 194 |
|