SWM
Shakespeare Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
13,029
+13
| +0.1% | +$1.04K | 0.28% | 40 |
|
|
2025
Q1 | $934K | Sell |
13,016
-823
| -6% | -$59.1K | 0.25% | 40 |
|
|
2024
Q4 | $972K | Buy |
13,839
+130
| +0.9% | +$9.13K | 0.26% | 40 |
|
|
2024
Q3 | $774K | Sell |
13,709
-14
| -0.1% | -$791 | 0.2% | 47 |
|
|
2024
Q2 | $815K | Buy |
13,723
+14
| +0.1% | +$831 | 0.24% | 42 |
|
|
2024
Q1 | $795K | Hold |
13,709
| – | – | 0.23% | 44 |
|
|
2023
Q4 | $675K | Hold |
13,709
| – | – | 0.21% | 44 |
|
|
2023
Q3 | $560K | Sell |
13,709
-200
| -1% | -$8.17K | 0.2% | 47 |
|
|
2023
Q2 | $594K | Hold |
13,909
| – | – | 0.2% | 44 |
|
|
2023
Q1 | $520K | Hold |
13,909
| – | – | 0.18% | 44 |
|
|
2022
Q4 | $574K | Sell |
13,909
-15
| -0.1% | -$619 | 0.21% | 44 |
|
|
2022
Q3 | $560K | Sell |
13,924
-75
| -0.5% | -$3.02K | 0.24% | 43 |
|
|
2022
Q2 | $556K | Buy |
13,999
+75
| +0.5% | +$2.98K | 0.23% | 44 |
|
|
2022
Q1 | $675K | Buy |
13,924
+215
| +2% | +$10.4K | 0.24% | 40 |
|
|
2021
Q4 | $658K | Sell |
13,709
-272
| -2% | -$13.1K | 0.23% | 42 |
|
|
2021
Q3 | $657K | Buy |
13,981
+272
| +2% | +$12.8K | 0.25% | 42 |
|
|
2021
Q2 | $669K | Hold |
13,709
| – | – | 0.26% | 42 |
|
|
2021
Q1 | $536K | Hold |
13,709
| – | – | 0.22% | 45 |
|
|
2020
Q4 | $414K | Sell |
13,709
-9,988
| -42% | -$302K | 0.18% | 47 |
|
|
2020
Q3 | $557K | Hold |
23,697
| – | – | 0.29% | 42 |
|
|
2020
Q2 | $607K | Sell |
23,697
-2,175
| -8% | -$55.7K | 0.35% | 38 |
|
|
2020
Q1 | $743K | Buy |
25,872
+2,175
| +9% | +$62.5K | 0.51% | 33 |
|
|
2019
Q4 | $1.28M | Hold |
23,697
| – | – | 0.69% | 32 |
|
|
2019
Q3 | $1.2M | Sell |
23,697
-2,046
| -8% | -$103K | 0.69% | 30 |
|
|
2019
Q2 | $1.22M | Buy |
+25,743
| New | +$1.22M | 0.79% | 29 |
|