SIG
Sky Investment Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $617K | Hold |
7,700
| – | – | 0.11% | 100 |
|
|
2025
Q1 | $553K | Hold |
7,700
| – | – | 0.1% | 100 |
|
|
2024
Q4 | $541K | Sell |
7,700
-90
| -1% | -$6.32K | 0.1% | 99 |
|
|
2024
Q3 | $440K | Buy |
7,790
+5
| +0.1% | +$282 | 0.08% | 105 |
|
|
2024
Q2 | $462K | Sell |
7,785
-10
| -0.1% | -$594 | 0.09% | 101 |
|
|
2024
Q1 | $452K | Hold |
7,795
| – | – | 0.09% | 98 |
|
|
2023
Q4 | $384K | Sell |
7,795
-170
| -2% | -$8.37K | 0.08% | 103 |
|
|
2023
Q3 | $325K | Sell |
7,965
-59
| -0.7% | -$2.41K | 0.07% | 107 |
|
|
2023
Q2 | $342K | Sell |
8,024
-50
| -0.6% | -$2.13K | 0.07% | 105 |
|
|
2023
Q1 | $302K | Buy |
8,074
+70
| +0.9% | +$2.62K | 0.07% | 108 |
|
|
2022
Q4 | $330K | Buy |
8,004
+1,245
| +18% | +$51.3K | 0.08% | 106 |
|
|
2022
Q3 | $272K | Buy |
6,759
+400
| +6% | +$16.1K | 0.07% | 111 |
|
|
2022
Q2 | $249K | Buy |
6,359
+200
| +3% | +$7.83K | 0.06% | 116 |
|
|
2022
Q1 | $298K | Sell |
6,159
-65
| -1% | -$3.15K | 0.06% | 116 |
|
|
2021
Q4 | $299K | Hold |
6,224
| – | – | 0.06% | 118 |
|
|
2021
Q3 | $289K | Sell |
6,224
-417
| -6% | -$19.4K | 0.06% | 116 |
|
|
2021
Q2 | $301K | Sell |
6,641
-100
| -1% | -$4.53K | 0.07% | 111 |
|
|
2021
Q1 | $263K | Sell |
6,741
-595
| -8% | -$23.2K | 0.06% | 110 |
|
|
2020
Q4 | $221K | Buy |
+7,336
| New | +$221K | 0.06% | 113 |
|
|
2020
Q2 | – | Sell |
-32,436
| Closed | -$931K | – | 101 |
|
|
2020
Q1 | $931K | Buy |
32,436
+24,367
| +302% | +$699K | 0.37% | 63 |
|
|
2019
Q4 | $434K | Buy |
8,069
+1,850
| +30% | +$99.5K | 0.14% | 81 |
|
|
2019
Q3 | $314K | Buy |
6,219
+195
| +3% | +$9.85K | 0.11% | 89 |
|
|
2019
Q2 | $285K | Buy |
6,024
+125
| +2% | +$5.91K | 0.1% | 90 |
|
|
2019
Q1 | $285K | Buy |
5,899
+325
| +6% | +$15.7K | 0.1% | 88 |
|
|
2018
Q4 | $257K | Buy |
5,574
+34
| +0.6% | +$1.57K | 0.11% | 90 |
|
|
2018
Q3 | $291K | Hold |
5,540
| – | – | 0.11% | 87 |
|
|
2018
Q2 | $307K | Hold |
5,540
| – | – | 0.12% | 84 |
|
|
2018
Q1 | $290K | Hold |
5,540
| – | – | 0.12% | 88 |
|
|
2017
Q4 | $336K | Buy |
5,540
+180
| +3% | +$10.9K | 0.13% | 82 |
|
|
2017
Q3 | $296K | Buy |
5,360
+60
| +1% | +$3.31K | 0.12% | 82 |
|
|
2017
Q2 | $294K | Buy |
5,300
+285
| +6% | +$15.8K | 0.12% | 81 |
|
|
2017
Q1 | $279K | Sell |
5,015
-620
| -11% | -$34.5K | 0.12% | 80 |
|
|
2016
Q4 | $311K | Buy |
+5,635
| New | +$311K | 0.14% | 80 |
|