Purus Wealth Management’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 |
-13,686
| Closed | -$674K | – | 129 |
|
|
2023
Q4 | $674K | Buy |
13,686
+471
| +4% | +$23.2K | 0.39% | 51 |
|
|
2023
Q3 | $540K | Buy |
13,215
+109
| +0.8% | +$4.45K | 0.36% | 56 |
|
|
2023
Q2 | $559K | Sell |
13,106
-76
| -0.6% | -$3.24K | 0.36% | 57 |
|
|
2023
Q1 | $493K | Buy |
13,182
+84
| +0.6% | +$3.14K | 0.39% | 59 |
|
|
2022
Q4 | $541K | Buy |
13,098
+84
| +0.6% | +$3.47K | 0.49% | 49 |
|
|
2022
Q3 | $523K | Buy |
13,014
+85
| +0.7% | +$3.42K | 0.48% | 50 |
|
|
2022
Q2 | $506K | Buy |
12,929
+319
| +3% | +$12.5K | 0.45% | 56 |
|
|
2022
Q1 | $611K | Buy |
12,610
+60
| +0.5% | +$2.91K | 0.42% | 56 |
|
|
2021
Q4 | $602K | Buy |
12,550
+2
| +0% | +$96 | 0.38% | 63 |
|
|
2021
Q3 | $582K | Buy |
12,548
+55
| +0.4% | +$2.55K | 0.4% | 55 |
|
|
2021
Q2 | $566K | Buy |
12,493
+26
| +0.2% | +$1.18K | 0.41% | 54 |
|
|
2021
Q1 | $487K | Buy |
12,467
+33
| +0.3% | +$1.29K | 0.41% | 53 |
|
|
2020
Q4 | $375K | Buy |
+12,434
| New | +$375K | 0.33% | 54 |
|