Retirement Group’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 | $435K | Hold |
7,510
| – | – | 0.16% | 76 |
|
|
2023
Q4 | $370K | Hold |
7,510
| – | – | 0.15% | 73 |
|
|
2023
Q3 | $307K | Hold |
7,510
| – | – | 0.13% | 78 |
|
|
2023
Q2 | $321K | Hold |
7,510
| – | – | 0.13% | 76 |
|
|
2023
Q1 | $281K | Buy |
7,510
+7,000
| +1,373% | +$262K | 0.13% | 74 |
|
|
2022
Q4 | $21K | Hold |
510
| – | – | 0.01% | 273 |
|
|
2022
Q3 | $21K | Sell |
510
-125
| -20% | -$5.15K | 0.02% | 176 |
|
|
2022
Q2 | $25K | Hold |
635
| – | – | 0.01% | 285 |
|
|
2022
Q1 | $31K | Buy |
635
+625
| +6,250% | +$30.5K | 0.01% | 273 |
|
|
2021
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 759 |
|
|
2021
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 713 |
|
|
2021
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 781 |
|
|
2021
Q1 | $0 | Sell |
10
-2,000
| -100% | – | ﹤0.01% | 795 |
|
|
2020
Q4 | $60K | Buy |
2,010
+1,982
| +7,079% | +$59.2K | 0.03% | 242 |
|
|
2020
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 639 |
|
|
2020
Q2 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 626 |
|
|
2019
Q4 | $12K | Buy |
+219
| New | +$12K | 0.01% | 371 |
|