Sanctuary Wealth Management’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 | $30.6K | Hold |
435
| – | – | 0.02% | 115 |
|
|
2024
Q3 | $24.6K | Sell |
435
-42
| -9% | -$2.37K | 0.02% | 134 |
|
|
2024
Q2 | $28.3K | Hold |
477
| – | – | 0.02% | 110 |
|
|
2024
Q1 | $27.6K | Hold |
477
| – | – | 0.02% | 116 |
|
|
2023
Q4 | $23.5K | Hold |
477
| – | – | 0.02% | 116 |
|
|
2023
Q3 | $19.5K | Hold |
477
| – | – | 0.02% | 109 |
|
|
2023
Q2 | $20.4K | Buy |
+477
| New | +$20.4K | 0.02% | 114 |
|
|
2022
Q4 | $19.7K | Buy |
+477
| New | +$19.7K | 0.02% | 106 |
|