Price Wealth’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $107K | Buy |
4,549
+104
| +2% | +$2.45K | 0.03% | 96 |
|
|
2020
Q2 | $114K | Sell |
4,445
-35
| -0.8% | -$898 | 0.03% | 81 |
|
|
2020
Q1 | $129K | Sell |
4,480
-40
| -0.9% | -$1.15K | 0.05% | 80 |
|
|
2019
Q4 | $243K | Buy |
4,520
+124
| +3% | +$6.67K | 0.08% | 63 |
|
|
2019
Q3 | $222K | Hold |
4,396
| – | – | 0.07% | 67 |
|
|
2019
Q2 | $208K | Hold |
4,396
| – | – | 0.07% | 76 |
|
|
2019
Q1 | $212K | Hold |
4,396
| – | – | 0.08% | 64 |
|
|
2018
Q4 | $203K | Hold |
4,396
| – | – | 0.09% | 63 |
|
|
2018
Q3 | $231K | Sell |
4,396
-1,754
| -29% | -$92.2K | 0.09% | 56 |
|
|
2018
Q2 | $341K | Buy |
6,150
+1,038
| +20% | +$57.6K | 0.13% | 65 |
|
|
2018
Q1 | $267K | Buy |
5,112
+3,680
| +257% | +$192K | 0.16% | 59 |
|
|
2017
Q4 | $86K | Buy |
+1,432
| New | +$86K | 0.06% | 38 |
|