Pinnacle Wealth Management 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 | – | Sell |
-3,550
| Closed | -$211K | – | 121 |
|
|
2024
Q2 | $211K | Hold |
3,550
| – | – | 0.14% | 97 |
|
|
2024
Q1 | $206K | Buy |
+3,550
| New | +$206K | 0.15% | 100 |
|
|
2023
Q1 | – | Sell |
-7,300
| Closed | -$301K | – | 107 |
|
|
2022
Q4 | $301K | Sell |
7,300
-3,600
| -33% | -$148K | 0.27% | 78 |
|
|
2022
Q3 | $438K | Sell |
10,900
-1,000
| -8% | -$40.2K | 0.39% | 56 |
|
|
2022
Q2 | $466K | Hold |
11,900
| – | – | 0.39% | 55 |
|
|
2022
Q1 | $577K | Hold |
11,900
| – | – | 0.43% | 53 |
|
|
2021
Q4 | $571K | Sell |
11,900
-1,000
| -8% | -$48K | 0.42% | 57 |
|
|
2021
Q3 | $599K | Sell |
12,900
-600
| -4% | -$27.9K | 0.45% | 52 |
|
|
2021
Q2 | $611K | Buy |
+13,500
| New | +$611K | 0.45% | 56 |
|