Planning Center Inc’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 |
-5,554
| Closed | -$273K | – | 64 |
|
|
2023
Q4 | $273K | Sell |
5,554
-132
| -2% | -$6.5K | 0.06% | 52 |
|
|
2023
Q3 | $232K | Hold |
5,686
| – | – | 0.06% | 57 |
|
|
2023
Q2 | $243K | Sell |
5,686
-995
| -15% | -$42.5K | 0.06% | 61 |
|
|
2023
Q1 | $265K | Sell |
6,681
-1,300
| -16% | -$51.6K | 0.07% | 53 |
|
|
2022
Q4 | $330K | Hold |
7,981
| – | – | 0.1% | 46 |
|
|
2022
Q3 | $321K | Hold |
7,981
| – | – | 0.25% | 28 |
|
|
2022
Q2 | $315K | Hold |
7,981
| – | – | 0.25% | 33 |
|
|
2022
Q1 | $387K | Hold |
7,981
| – | – | 1.11% | 25 |
|
|
2021
Q4 | $446K | Buy |
+7,981
| New | +$446K | 0.36% | 22 |
|