Oak Family Advisors’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 | – | Sell |
-53,324
| Closed | -$2.58M | – | 146 |
|
|
2022
Q1 | $2.58M | Sell |
53,324
-1,239
| -2% | -$60K | 1.01% | 23 |
|
|
2021
Q4 | $2.62M | Sell |
54,563
-2,016
| -4% | -$96.7K | 0.98% | 23 |
|
|
2021
Q3 | $2.63M | Sell |
56,579
-37,042
| -40% | -$1.72M | 0.96% | 24 |
|
|
2021
Q2 | $4.24M | Buy |
93,621
+29,078
| +45% | +$1.32M | 1.77% | 12 |
|
|
2021
Q1 | $2.52M | Buy |
+64,543
| New | +$2.52M | 1.1% | 18 |
|