Minot 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $303K | Sell |
7,727
-531
| -6% | -$20.8K | 0.08% | 146 |
|
|
2022
Q1 | $400K | Buy |
8,258
+418
| +5% | +$20.2K | 0.09% | 139 |
|
|
2021
Q4 | $376K | Buy |
7,840
+90
| +1% | +$4.32K | 0.07% | 145 |
|
|
2021
Q3 | $360K | Sell |
7,750
-146
| -2% | -$6.78K | 0.08% | 146 |
|
|
2021
Q2 | $341K | Buy |
7,896
+3
| +0% | +$130 | 0.07% | 145 |
|
|
2021
Q1 | $308K | Buy |
7,893
+433
| +6% | +$16.9K | 0.08% | 138 |
|
|
2020
Q4 | $225K | Buy |
+7,460
| New | +$225K | 0.07% | 145 |
|
|
2020
Q1 | – | Sell |
-7,558
| Closed | -$367K | – | 136 |
|
|
2019
Q4 | $367K | Buy |
+7,558
| New | +$367K | 0.17% | 99 |
|