Sanford Advisory Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $286K | Hold |
6,930
| – | – | 0.07% | 110 |
|
2022
Q3 | $279K | Hold |
6,930
| – | – | 0.08% | 93 |
|
2022
Q2 | $271K | Hold |
6,930
| – | – | 0.08% | 98 |
|
2022
Q1 | $336K | Hold |
6,930
| – | – | 0.09% | 81 |
|
2021
Q4 | $332K | Sell |
6,930
-160
| -2% | -$7.67K | 0.07% | 85 |
|
2021
Q3 | $329K | Hold |
7,090
| – | – | 0.08% | 81 |
|
2021
Q2 | $321K | Hold |
7,090
| – | – | 0.08% | 83 |
|
2021
Q1 | $277K | Hold |
7,090
| – | – | 0.08% | 87 |
|
2020
Q4 | $214K | Buy |
+7,090
| New | +$214K | 0.07% | 92 |
|