O'Dell Group’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 | – | Sell |
-2,726
| Closed | -$134K | – | 486 |
|
|
2023
Q4 | $134K | Buy |
+2,726
| New | +$134K | 0.04% | 117 |
|
|
2023
Q3 | – | Sell |
-2,726
| Closed | -$116K | – | 491 |
|
|
2023
Q2 | $116K | Buy |
+2,726
| New | +$116K | 0.03% | 118 |
|
|
2022
Q4 | – | Sell |
-2,726
| Closed | -$110K | – | 408 |
|
|
2022
Q3 | $110K | Hold |
2,726
| – | – | 0.04% | 89 |
|
|
2022
Q2 | $107K | Hold |
2,726
| – | – | 0.04% | 94 |
|
|
2022
Q1 | $132K | Sell |
2,726
-589
| -18% | -$28.5K | 0.04% | 97 |
|
|
2021
Q4 | $159K | Hold |
3,315
| – | – | 0.05% | 85 |
|
|
2021
Q3 | $154K | Buy |
+3,315
| New | +$154K | 0.05% | 86 |
|