Madison 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
Q3 | $549K | Sell |
13,432
-248
| -2% | -$10.1K | 0.12% | 107 |
|
|
2023
Q2 | $584K | Buy |
13,680
+39
| +0.3% | +$1.66K | 0.12% | 108 |
|
|
2023
Q1 | $510K | Buy |
13,641
+1,095
| +9% | +$40.9K | 0.11% | 111 |
|
|
2022
Q4 | $518K | Sell |
12,546
-306
| -2% | -$12.6K | 0.12% | 109 |
|
|
2022
Q3 | $517K | Buy |
12,852
+679
| +6% | +$27.3K | 0.13% | 108 |
|
|
2022
Q2 | $477K | Sell |
12,173
-1,108
| -8% | -$43.4K | 0.12% | 111 |
|
|
2022
Q1 | $643K | Buy |
13,281
+69
| +0.5% | +$3.34K | 0.14% | 105 |
|
|
2021
Q4 | $634K | Sell |
13,212
-153
| -1% | -$7.34K | 0.13% | 105 |
|
|
2021
Q3 | $620K | Sell |
13,365
-294
| -2% | -$13.6K | 0.14% | 104 |
|
|
2021
Q2 | $619K | Buy |
13,659
+1,855
| +16% | +$84.1K | 0.14% | 103 |
|
|
2021
Q1 | $461K | Sell |
11,804
-27,448
| -70% | -$1.07M | 0.11% | 105 |
|
|
2020
Q4 | $1.19M | Sell |
39,252
-3,625
| -8% | -$109K | 0.31% | 67 |
|
|
2020
Q3 | $1.01M | Sell |
42,877
-70,473
| -62% | -$1.66M | 0.3% | 70 |
|
|
2020
Q2 | $2.9M | Sell |
113,350
-91,038
| -45% | -$2.33M | 0.95% | 29 |
|
|
2020
Q1 | $5.87M | Sell |
204,388
-8,941
| -4% | -$257K | 2.35% | 9 |
|
|
2019
Q4 | $11.5M | Buy |
+213,329
| New | +$11.5M | 3.29% | 6 |
|