Sargent Bickham Lagudis’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 | $88.5K | Hold |
2,145
| – | – | 0.01% | 355 |
|
|
2022
Q3 | $86K | Buy |
2,145
+44
| +2% | +$1.76K | 0.01% | 334 |
|
|
2022
Q2 | $82K | Hold |
2,101
| – | – | 0.01% | 345 |
|
|
2022
Q1 | $102K | Hold |
2,101
| – | – | 0.01% | 334 |
|
|
2021
Q4 | $101K | Sell |
2,101
-51
| -2% | -$2.45K | 0.01% | 334 |
|
|
2021
Q3 | $100K | Sell |
2,152
-359
| -14% | -$16.7K | 0.01% | 335 |
|
|
2021
Q2 | $114K | Buy |
2,511
+274
| +12% | +$12.4K | 0.01% | 332 |
|
|
2021
Q1 | $87K | Sell |
2,237
-165
| -7% | -$6.42K | 0.01% | 355 |
|
|
2020
Q4 | $72K | Hold |
2,402
| – | – | 0.01% | 369 |
|
|
2020
Q3 | $56K | Sell |
2,402
-2,212
| -48% | -$51.6K | 0.01% | 368 |
|
|
2020
Q2 | $118K | Buy |
4,614
+2,074
| +82% | +$53K | 0.01% | 257 |
|
|
2020
Q1 | $73K | Sell |
2,540
-1,493
| -37% | -$42.9K | 0.01% | 290 |
|
|
2019
Q4 | $217K | Buy |
4,033
+1,622
| +67% | +$87.3K | 0.02% | 194 |
|
|
2019
Q3 | $122K | Sell |
2,411
-231
| -9% | -$11.7K | 0.01% | 235 |
|
|
2019
Q2 | $125K | Sell |
2,642
-519
| -16% | -$24.6K | 0.01% | 254 |
|
|
2019
Q1 | $153K | Buy |
3,161
+1,848
| +141% | +$89.4K | 0.02% | 239 |
|
|
2018
Q4 | $60K | Sell |
1,313
-721
| -35% | -$32.9K | 0.01% | 338 |
|
|
2018
Q3 | $107K | Sell |
2,034
-161
| -7% | -$8.47K | 0.01% | 267 |
|
|
2018
Q2 | $122K | Sell |
2,195
-2,536
| -54% | -$141K | 0.02% | 250 |
|
|
2018
Q1 | $248K | Sell |
4,731
-401
| -8% | -$21K | 0.03% | 182 |
|
|
2017
Q4 | $311K | Sell |
5,132
-1,438
| -22% | -$87.1K | 0.04% | 172 |
|
|
2017
Q3 | $362K | Sell |
6,570
-3,801
| -37% | -$209K | 0.05% | 165 |
|
|
2017
Q2 | $575K | Sell |
10,371
-272
| -3% | -$15.1K | 0.07% | 137 |
|
|
2017
Q1 | $592K | Buy |
10,643
+580
| +6% | +$32.3K | 0.08% | 141 |
|
|
2016
Q4 | $555K | Buy |
10,063
+9,781
| +3,468% | +$539K | 0.09% | 131 |
|
|
2016
Q3 | $389 | Sell |
282
-7,406
| -96% | -$10.2K | 0.06% | 150 |
|
|
2016
Q2 | $364K | Buy |
7,688
+1,264
| +20% | +$59.8K | 0.06% | 152 |
|
|
2016
Q1 | $311K | Buy |
+6,424
| New | +$311K | 0.05% | 165 |
|