Simplicity Solutions’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.38M | Buy |
68,768
+1,553
| +2% | +$76.4K | 0.09% | 199 |
|
|
2023
Q3 | $2.75M | Sell |
67,215
-18,733
| -22% | -$765K | 0.09% | 207 |
|
|
2023
Q2 | $3.67M | Buy |
85,948
+18,169
| +27% | +$775K | 0.1% | 194 |
|
|
2023
Q1 | $2.53M | Buy |
67,779
+38,840
| +134% | +$1.45M | 0.07% | 260 |
|
|
2022
Q4 | $1.19M | Buy |
28,939
+3,743
| +15% | +$155K | 0.16% | 153 |
|
|
2022
Q3 | $1.01M | Buy |
25,196
+6,296
| +33% | +$253K | 0.15% | 170 |
|
|
2022
Q2 | $740K | Buy |
18,900
+5,242
| +38% | +$205K | 0.1% | 231 |
|
|
2022
Q1 | $662K | Sell |
13,658
-14,420
| -51% | -$699K | 0.08% | 255 |
|
|
2021
Q4 | $1.35M | Buy |
28,078
+16,208
| +137% | +$778K | 0.15% | 177 |
|
|
2021
Q3 | $551K | Buy |
11,870
+4,828
| +69% | +$224K | 0.08% | 262 |
|
|
2021
Q2 | $319K | Buy |
+7,042
| New | +$319K | 0.06% | 355 |
|
|
2021
Q1 | – | Sell |
-155,069
| Closed | -$4.68M | – | 986 |
|
|
2020
Q4 | $4.68M | Buy |
155,069
+9,080
| +6% | +$274K | 0.07% | 237 |
|
|
2020
Q3 | $3.43M | Buy |
145,989
+17,778
| +14% | +$418K | 0.06% | 243 |
|
|
2020
Q2 | $3.28M | Buy |
128,211
+90,097
| +236% | +$2.31M | 0.06% | 228 |
|
|
2020
Q1 | $1.09M | Sell |
38,114
-49,391
| -56% | -$1.42M | 0.03% | 325 |
|
|
2019
Q4 | $4.71M | Buy |
87,505
+16,964
| +24% | +$913K | 0.14% | 126 |
|
|
2019
Q3 | $3.56M | Buy |
70,541
+10,902
| +18% | +$550K | 0.14% | 123 |
|
|
2019
Q2 | $2.82M | Buy |
59,639
+26,136
| +78% | +$1.24M | 0.12% | 131 |
|
|
2019
Q1 | $1.62M | Buy |
33,503
+6,485
| +24% | +$313K | 0.1% | 183 |
|
|
2018
Q4 | $1.25M | Buy |
27,018
+14,029
| +108% | +$647K | 0.16% | 149 |
|
|
2018
Q3 | $682K | Sell |
12,989
-20,085
| -61% | -$1.05M | 0.04% | 217 |
|
|
2018
Q2 | $1.83M | Buy |
33,074
+8,075
| +32% | +$448K | 0.13% | 88 |
|
|
2018
Q1 | $1.31M | Sell |
24,999
-5,870
| -19% | -$308K | 0.11% | 110 |
|
|
2017
Q4 | $1.87M | Buy |
30,869
+25,276
| +452% | +$1.53M | 0.18% | 80 |
|
|
2017
Q3 | $308K | Sell |
5,593
-24,590
| -81% | -$1.35M | 0.21% | 147 |
|
|
2017
Q2 | $1.67M | Buy |
30,183
+4,139
| +16% | +$229K | 0.2% | 85 |
|
|
2017
Q1 | $1.45M | Sell |
26,044
-3,920
| -13% | -$218K | 0.22% | 90 |
|
|
2016
Q4 | $1.65M | Sell |
29,964
-4,172
| -12% | -$230K | 0.38% | 55 |
|
|
2016
Q3 | $1.51M | Buy |
34,136
+24,991
| +273% | +$1.11M | 0.74% | 31 |
|
|
2016
Q2 | $433K | Sell |
9,145
-1,368
| -13% | -$64.8K | 0.23% | 124 |
|
|
2016
Q1 | $508K | Sell |
10,513
-43,513
| -81% | -$2.1M | 0.31% | 107 |
|
|
2015
Q4 | $2.94M | Buy |
54,026
+49,073
| +991% | +$2.67M | 0.35% | 73 |
|
|
2015
Q3 | $254K | Buy |
+4,953
| New | +$254K | 0.27% | 94 |
|