Roble Belko & Company’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-87
Closed -$3K 351
2022
Q2
$3K Hold
87
﹤0.01% 285
2022
Q1
$4K Sell
87
-133
-60% -$6.12K ﹤0.01% 330
2021
Q4
$11K Buy
+220
New +$11K ﹤0.01% 260
2021
Q3
Sell
-220
Closed -$10K 357
2021
Q2
$10K Hold
220
﹤0.01% 261
2021
Q1
$9K Hold
220
﹤0.01% 255
2020
Q4
$7K Hold
220
﹤0.01% 252
2020
Q3
$5K Hold
220
﹤0.01% 261
2020
Q2
$6K Sell
220
-253
-53% -$6.9K ﹤0.01% 276
2020
Q1
$14K Hold
473
﹤0.01% 221
2019
Q4
$25K Hold
473
0.01% 194
2019
Q3
$24K Hold
473
0.01% 187
2019
Q2
$22K Sell
473
-218
-32% -$10.1K 0.01% 194
2019
Q1
$33K Buy
691
+218
+46% +$10.4K 0.01% 136
2018
Q4
$22K Hold
473
0.01% 149
2018
Q3
$25K Hold
473
0.01% 146
2018
Q2
$26K Hold
473
0.01% 146
2018
Q1
$25K Sell
473
-175
-27% -$9.25K 0.01% 160
2017
Q4
$39K Hold
648
0.02% 128
2017
Q3
$36K Buy
648
+175
+37% +$9.72K 0.02% 107
2017
Q2
$26K Sell
473
-37
-7% -$2.03K 0.01% 122
2017
Q1
$28K Sell
510
-230
-31% -$12.6K 0.01% 116
2016
Q4
$41K Buy
740
+690
+1,380% +$38.2K 0.02% 106
2016
Q3
$2K Hold
50
﹤0.01% 280
2016
Q2
$2K Hold
50
﹤0.01% 246
2016
Q1
$2K Hold
50
﹤0.01% 248
2015
Q4
$3K Hold
50
﹤0.01% 193
2015
Q3
$3K Hold
50
﹤0.01% 182
2015
Q2
$3K Hold
50
﹤0.01% 206
2015
Q1
$3K Buy
+50
New +$3K ﹤0.01% 214