Quattro Financial Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,000
| Closed | -$242K | – | 97 |
|
|
2022
Q1 | $242K | Sell |
5,000
-5,000
| -50% | -$242K | 0.08% | 72 |
|
|
2021
Q4 | $480K | Hold |
10,000
| – | – | 0.17% | 75 |
|
|
2021
Q3 | $502K | Hold |
10,000
| – | – | 0.13% | 75 |
|
|
2021
Q2 | $445K | Sell |
10,000
-54,890
| -85% | -$2.44M | 0.12% | 81 |
|
|
2021
Q1 | $2.88M | Buy |
+64,890
| New | +$2.88M | 0.65% | 38 |
|
|
2017
Q2 | – | Sell |
-832
| Closed | -$46.3K | – | 77 |
|
|
2017
Q1 | $46.3K | Buy |
+832
| New | +$46.3K | 0.02% | 66 |
|