Moisand Fitzgerald Tamayo’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.4K | Hold |
804
| – | – | 0.01% | 175 |
|
|
2025
Q1 | $57.7K | Sell |
804
-161
| -17% | -$11.6K | 0.01% | 177 |
|
|
2024
Q4 | $67.8K | Hold |
965
| – | – | 0.01% | 166 |
|
|
2024
Q3 | $54.5K | Buy |
965
+161
| +20% | +$9.1K | 0.01% | 187 |
|
|
2024
Q2 | $47.8K | Hold |
804
| – | – | 0.01% | 180 |
|
|
2024
Q1 | $46.6K | Sell |
804
-75
| -9% | -$4.35K | 0.01% | 186 |
|
|
2023
Q4 | $43.3K | Sell |
879
-28
| -3% | -$1.38K | 0.01% | 189 |
|
|
2023
Q3 | $37.1K | Sell |
907
-75
| -8% | -$3.07K | 0.01% | 204 |
|
|
2023
Q2 | $41.9K | Hold |
982
| – | – | 0.01% | 190 |
|
|
2023
Q1 | $36.7K | Hold |
982
| – | – | 0.01% | 205 |
|
|
2022
Q4 | $40.5K | Buy |
982
+28
| +3% | +$1.16K | 0.01% | 189 |
|
|
2022
Q3 | $38K | Buy |
954
+35
| +4% | +$1.39K | 0.01% | 179 |
|
|
2022
Q2 | $36K | Buy |
919
+724
| +371% | +$28.4K | 0.01% | 179 |
|
|
2022
Q1 | $9K | Buy |
195
+45
| +30% | +$2.08K | ﹤0.01% | 201 |
|
|
2021
Q4 | $7K | Hold |
150
| – | – | ﹤0.01% | 284 |
|
|
2021
Q3 | $7K | Sell |
150
-945
| -86% | -$44.1K | ﹤0.01% | 276 |
|
|
2021
Q2 | $50K | Buy |
1,095
+795
| +265% | +$36.3K | 0.02% | 156 |
|
|
2021
Q1 | $12K | Buy |
300
+150
| +100% | +$6K | 0.01% | 204 |
|
|
2020
Q4 | $5K | Sell |
150
-106
| -41% | -$3.53K | ﹤0.01% | 266 |
|
|
2020
Q3 | $6K | Sell |
256
-44
| -15% | -$1.03K | ﹤0.01% | 238 |
|
|
2020
Q2 | $8K | Buy |
300
+44
| +17% | +$1.17K | ﹤0.01% | 202 |
|
|
2020
Q1 | $7K | Buy |
256
+150
| +142% | +$4.1K | ﹤0.01% | 192 |
|
|
2019
Q4 | $6K | Hold |
106
| – | – | ﹤0.01% | 222 |
|
|
2019
Q3 | $5K | Hold |
106
| – | – | ﹤0.01% | 226 |
|
|
2019
Q2 | $5K | Hold |
106
| – | – | ﹤0.01% | 224 |
|
|
2019
Q1 | $5K | Hold |
106
| – | – | ﹤0.01% | 230 |
|
|
2018
Q4 | $5K | Sell |
106
-157
| -60% | -$7.41K | ﹤0.01% | 224 |
|
|
2018
Q3 | $14K | Hold |
263
| – | – | 0.01% | 196 |
|
|
2018
Q2 | $15K | Hold |
263
| – | – | 0.01% | 175 |
|
|
2018
Q1 | $14K | Hold |
263
| – | – | 0.01% | 194 |
|
|
2017
Q4 | $16K | Hold |
263
| – | – | 0.01% | 167 |
|
|
2017
Q3 | $15K | Buy |
+263
| New | +$15K | 0.01% | 187 |
|
|
2016
Q2 | – | Sell |
-91
| Closed | -$4K | – | 202 |
|
|
2016
Q1 | $4K | Hold |
91
| – | – | ﹤0.01% | 184 |
|
|
2015
Q4 | $5K | Buy |
+91
| New | +$5K | ﹤0.01% | 176 |
|