Seneca Financial Advisors’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 |
-21,273
| Closed | -$1.26M | – | 63 |
|
|
2024
Q2 | $1.26M | Hold |
21,273
| – | – | 0.65% | 28 |
|
|
2024
Q1 | $1.23M | Hold |
21,273
| – | – | 0.66% | 29 |
|
|
2023
Q4 | $1.05M | Hold |
21,273
| – | – | 0.61% | 31 |
|
|
2023
Q3 | $869K | Hold |
21,273
| – | – | 0.6% | 29 |
|
|
2023
Q2 | $908K | Hold |
21,273
| – | – | 0.6% | 29 |
|
|
2023
Q1 | $795K | Buy |
+21,273
| New | +$795K | 0.51% | 30 |
|