RFP Financial 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
Q3 | – | Sell |
-1,574
| Closed | -$93.5K | – | 799 |
|
|
2024
Q2 | $93.5K | Buy |
1,574
+1,134
| +258% | +$67.3K | 0.03% | 169 |
|
|
2024
Q1 | $25.5K | Sell |
440
-162
| -27% | -$9.39K | 0.01% | 284 |
|
|
2023
Q4 | $29.6K | Hold |
602
| – | – | 0.01% | 252 |
|
|
2023
Q3 | $24.6K | Hold |
602
| – | – | 0.01% | 265 |
|
|
2023
Q2 | $25.7K | Hold |
602
| – | – | 0.01% | 285 |
|
|
2023
Q1 | $22.5K | Hold |
602
| – | – | 0.03% | 182 |
|
|
2022
Q4 | $24.9K | Buy |
+602
| New | +$24.9K | 0.01% | 261 |
|