RE Dickinson Investment Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $367K | Buy |
523
+3
| +0.6% | +$2.11K | 0.02% | 105 |
|
|
2024
Q3 | $29.4K | Hold |
520
| – | – | 0.02% | 111 |
|
|
2024
Q2 | $30.9K | Hold |
520
| – | – | 0.02% | 105 |
|
|
2024
Q1 | $30K | Hold |
520
| – | – | 0.02% | 104 |
|
|
2023
Q4 | $26K | Hold |
520
| – | – | 0.02% | 111 |
|
|
2023
Q3 | $21K | Hold |
520
| – | – | 0.01% | 127 |
|
|
2023
Q2 | $22K | Hold |
520
| – | – | 0.01% | 214 |
|
|
2023
Q1 | $19K | Hold |
520
| – | – | 0.01% | 232 |
|
|
2022
Q4 | $21K | Hold |
520
| – | – | 0.01% | 203 |
|
|
2022
Q3 | $21K | Hold |
520
| – | – | 0.02% | 109 |
|
|
2022
Q2 | $20 | Hold |
520
| – | – | ﹤0.01% | 128 |
|
|
2022
Q1 | $25K | Hold |
520
| – | – | 0.02% | 130 |
|
|
2021
Q4 | $25K | Buy |
+520
| New | +$25K | 0.02% | 123 |
|