Norwood Financial’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $13K | Sell |
225
-25
| -10% | -$1.45K | 0.02% | 232 |
|
2023
Q4 | $12.3K | Hold |
250
| – | – | 0.02% | 219 |
|
2023
Q3 | $10.2K | Hold |
250
| – | – | 0.02% | 226 |
|
2023
Q2 | $10.7K | Hold |
250
| – | – | 0.02% | 225 |
|
2023
Q1 | $9.34K | Hold |
250
| – | – | 0.01% | 222 |
|
2022
Q4 | $10.3K | Hold |
250
| – | – | 0.02% | 217 |
|
2022
Q3 | $10K | Hold |
250
| – | – | 0.02% | 215 |
|
2022
Q2 | $10K | Hold |
250
| – | – | 0.02% | 214 |
|
2022
Q1 | $12K | Buy |
250
+25
| +11% | +$1.2K | 0.02% | 208 |
|
2021
Q4 | $11K | Buy |
+225
| New | +$11K | 0.02% | 216 |
|