PAG
Private Advisory Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-90,852
| Closed | -$3.75M | – | 239 |
|
|
2022
Q4 | $3.75M | Buy |
90,852
+210
| +0.2% | +$8.67K | 0.82% | 37 |
|
|
2022
Q3 | $3.65M | Sell |
90,642
-44,176
| -33% | -$1.78M | 0.83% | 38 |
|
|
2022
Q2 | $5.28M | Buy |
134,818
+9,236
| +7% | +$362K | 1.2% | 26 |
|
|
2022
Q1 | $6.09M | Buy |
125,582
+42,071
| +50% | +$2.04M | 1.19% | 27 |
|
|
2021
Q4 | $4.01M | Buy |
83,511
+12,281
| +17% | +$589K | 0.76% | 33 |
|
|
2021
Q3 | $3.31M | Sell |
71,230
-930
| -1% | -$43.2K | 0.81% | 32 |
|
|
2021
Q2 | $3.27M | Buy |
72,160
+8,206
| +13% | +$372K | 0.82% | 33 |
|
|
2021
Q1 | $2.5M | Buy |
+63,954
| New | +$2.5M | 0.72% | 37 |
|
|
2020
Q3 | – | Sell |
-163,799
| Closed | -$4.19M | – | 123 |
|
|
2020
Q2 | $4.19M | Buy |
+163,799
| New | +$4.19M | 1.72% | 19 |
|
|
2020
Q1 | – | Sell |
-84,987
| Closed | -$4.57M | – | 133 |
|
|
2019
Q4 | $4.57M | Buy |
+84,987
| New | +$4.57M | 1.83% | 17 |
|