Solidarity Wealth’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,023
| Closed | -$227K | – | 104 |
|
|
2024
Q3 | $227K | Hold |
4,023
| – | – | 0.06% | 85 |
|
|
2024
Q2 | $239K | Hold |
4,023
| – | – | 0.07% | 74 |
|
|
2024
Q1 | $233K | Buy |
+4,023
| New | +$233K | 0.07% | 75 |
|
|
2023
Q2 | – | Sell |
-5,368
| Closed | -$201K | – | 97 |
|
|
2023
Q1 | $201K | Buy |
+5,368
| New | +$201K | 0.09% | 92 |
|
|
2022
Q3 | $363K | Sell |
7,715
-370
| -5% | -$17.4K | 0.21% | 84 |
|
|
2022
Q2 | $355K | Hold |
8,085
| – | – | 0.19% | 80 |
|
|
2022
Q1 | $387K | Buy |
+8,085
| New | +$387K | 0.22% | 78 |
|