Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $215K | Buy |
+3,115
| New | +$215K | 0.01% | 194 |
|
|
2018
Q4 | – | Sell |
-4,013
| Closed | -$211K | – | 218 |
|
|
2018
Q3 | $211K | Sell |
4,013
-1,096
| -21% | -$57.6K | 0.05% | 165 |
|
|
2018
Q2 | $283K | Sell |
5,109
-482
| -9% | -$26.7K | 0.06% | 140 |
|
|
2018
Q1 | $293K | Sell |
5,591
-161
| -3% | -$8.44K | 0.08% | 148 |
|
|
2017
Q4 | $349K | Buy |
5,752
+1,687
| +42% | +$102K | 0.09% | 136 |
|
|
2017
Q3 | $224K | Buy |
+4,065
| New | +$224K | 0.05% | 145 |
|