Private Ocean’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $43.6K | Buy |
735
+165
| +29% | +$9.8K | ﹤0.01% | 274 |
|
|
2024
Q1 | $33K | Sell |
570
-110
| -16% | -$6.37K | ﹤0.01% | 281 |
|
|
2023
Q4 | $33.5K | Buy |
680
+110
| +19% | +$5.41K | ﹤0.01% | 279 |
|
|
2023
Q3 | $23.3K | Hold |
570
| – | – | ﹤0.01% | 298 |
|
|
2023
Q2 | $24.3K | Sell |
570
-271
| -32% | -$11.6K | ﹤0.01% | 323 |
|
|
2023
Q1 | $31.4K | Buy |
841
+121
| +17% | +$4.52K | ﹤0.01% | 277 |
|
|
2022
Q4 | $29.7K | Sell |
720
-307
| -30% | -$12.7K | ﹤0.01% | 283 |
|
|
2022
Q3 | $41K | Buy |
1,027
+307
| +43% | +$12.3K | 0.01% | 229 |
|
|
2022
Q2 | $28K | Sell |
720
-12
| -2% | -$467 | ﹤0.01% | 270 |
|
|
2022
Q1 | $35K | Buy |
732
+13
| +2% | +$622 | ﹤0.01% | 284 |
|
|
2021
Q4 | $35K | Sell |
719
-394
| -35% | -$19.2K | ﹤0.01% | 313 |
|
|
2021
Q3 | $52K | Sell |
1,113
-2,320
| -68% | -$108K | 0.01% | 247 |
|
|
2021
Q2 | $155K | Sell |
3,433
-494
| -13% | -$22.3K | 0.02% | 138 |
|
|
2021
Q1 | $153K | Sell |
3,927
-958
| -20% | -$37.3K | 0.03% | 133 |
|
|
2020
Q4 | $147K | Buy |
4,885
+150
| +3% | +$4.51K | 0.03% | 122 |
|
|
2020
Q3 | $111K | Buy |
4,735
+393
| +9% | +$9.21K | 0.03% | 148 |
|
|
2020
Q2 | $111K | Sell |
4,342
-917
| -17% | -$23.4K | 0.03% | 132 |
|
|
2020
Q1 | $150K | Buy |
5,259
+116
| +2% | +$3.31K | 0.04% | 107 |
|
|
2019
Q4 | $277K | Buy |
5,143
+69
| +1% | +$3.72K | 0.07% | 80 |
|
|
2019
Q3 | $256K | Buy |
5,074
+1
| +0% | +$50 | 0.06% | 83 |
|
|
2019
Q2 | $240K | Hold |
5,073
| – | – | 0.06% | 80 |
|
|
2019
Q1 | $245K | Hold |
5,073
| – | – | 0.07% | 81 |
|
|
2018
Q4 | $234K | Buy |
5,073
+179
| +4% | +$8.26K | 0.07% | 91 |
|
|
2018
Q3 | $257K | Sell |
4,894
-500
| -9% | -$26.3K | 0.11% | 59 |
|
|
2018
Q2 | $299K | Sell |
5,394
-100
| -2% | -$5.54K | 0.14% | 58 |
|
|
2018
Q1 | $287K | Buy |
5,494
+4,103
| +295% | +$214K | 0.14% | 65 |
|
|
2017
Q4 | $84K | Buy |
1,391
+155
| +13% | +$9.36K | 0.05% | 94 |
|
|
2017
Q3 | $68K | Hold |
1,236
| – | – | 0.04% | 79 |
|
|
2017
Q2 | $69K | Hold |
1,236
| – | – | 0.04% | 77 |
|
|
2017
Q1 | $69K | Sell |
1,236
-1,236
| -50% | -$69K | 0.05% | 79 |
|
|
2016
Q4 | $136K | Buy |
2,472
+1,236
| +100% | +$68K | 0.09% | 61 |
|
|
2016
Q3 | $55K | Hold |
1,236
| – | – | 0.04% | 107 |
|
|
2016
Q2 | $59K | Hold |
1,236
| – | – | 0.04% | 98 |
|
|
2016
Q1 | $60K | Hold |
1,236
| – | – | 0.04% | 88 |
|
|
2015
Q4 | $67K | Hold |
1,236
| – | – | 0.05% | 88 |
|
|
2015
Q3 | $63K | Hold |
1,236
| – | – | 0.05% | 92 |
|
|
2015
Q2 | $70K | Hold |
1,236
| – | – | 0.05% | 72 |
|
|
2015
Q1 | $67K | Hold |
1,236
| – | – | 0.05% | 72 |
|
|
2014
Q4 | $68K | Hold |
1,236
| – | – | 0.05% | 81 |
|
|
2014
Q3 | $64K | Sell |
1,236
-51
| -4% | -$2.64K | 0.05% | 99 |
|
|
2014
Q2 | $68K | Sell |
1,287
-3,257
| -72% | -$172K | 0.05% | 100 |
|
|
2014
Q1 | $226K | Buy |
4,544
+3,257
| +253% | +$162K | 0.17% | 55 |
|
|
2013
Q4 | $58K | Buy |
+1,287
| New | +$58K | 0.05% | 100 |
|