Peterson Financial 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
Q3 | $62K | Buy |
+1,097
| New | +$62K | 0.24% | 77 |
|
|
2023
Q1 | – | Sell |
-30,072
| Closed | -$1.24M | – | 74 |
|
|
2022
Q4 | $1.24M | Sell |
30,072
-14,886
| -33% | -$615K | 1.64% | 22 |
|
|
2022
Q3 | $1.81M | Buy |
44,958
+9,060
| +25% | +$364K | 1.76% | 16 |
|
|
2022
Q2 | $1.41M | Buy |
35,898
+2,876
| +9% | +$113K | 1.32% | 36 |
|
|
2022
Q1 | $1.6M | Buy |
33,022
+1,243
| +4% | +$60.2K | 1.33% | 31 |
|
|
2021
Q4 | $1.52M | Buy |
+31,779
| New | +$1.52M | 1.24% | 32 |
|