PFS Investments’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.12M | Buy |
49,605
+1,918
| +4% | +$81.9K | 0.03% | 319 |
|
|
2023
Q1 | $1.81M | Buy |
47,687
+2,658
| +6% | +$101K | 0.03% | 324 |
|
|
2022
Q4 | $1.86M | Buy |
45,029
+1,450
| +3% | +$59.9K | 0.03% | 299 |
|
|
2022
Q3 | $1.75K | Buy |
43,579
+2,045
| +5% | +$82 | 0.03% | 290 |
|
|
2022
Q2 | $1.63M | Buy |
41,534
+5,251
| +14% | +$206K | 0.03% | 293 |
|
|
2022
Q1 | $1.76M | Sell |
36,283
-3,220
| -8% | -$156K | 0.03% | 292 |
|
|
2021
Q4 | $1.9M | Buy |
39,503
+2,849
| +8% | +$137K | 0.04% | 283 |
|
|
2021
Q3 | $1.87M | Buy |
36,654
+2,476
| +7% | +$126K | 0.04% | 271 |
|
|
2021
Q2 | $1.5M | Buy |
34,178
+3,096
| +10% | +$136K | 0.03% | 271 |
|
|
2021
Q1 | $1.21M | Buy |
+31,082
| New | +$1.21M | 0.03% | 262 |
|
|
2020
Q2 | – | Sell |
-31,320
| Closed | -$899K | – | 284 |
|
|
2020
Q1 | $899K | Sell |
31,320
-75,704
| -71% | -$2.17M | 0.04% | 188 |
|
|
2019
Q4 | $5.76M | Buy |
107,024
+30,900
| +41% | +$1.66M | 0.22% | 85 |
|
|
2019
Q3 | $3.84M | Buy |
76,124
+30,654
| +67% | +$1.55M | 0.17% | 89 |
|
|
2019
Q2 | $2.17M | Buy |
45,470
+25,068
| +123% | +$1.2M | 0.1% | 94 |
|
|
2019
Q1 | $986K | Buy |
+20,402
| New | +$986K | 0.05% | 94 |
|