Spotlight Asset Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $64.8K | Hold |
1,091
| – | – | 0.05% | 125 |
|
|
2024
Q1 | $63.2K | Sell |
1,091
-109
| -9% | -$6.32K | 0.05% | 130 |
|
|
2023
Q4 | $49K | Hold |
1,200
| – | – | 0.04% | 136 |
|
|
2023
Q3 | $49K | Sell |
1,200
-818
| -41% | -$33.4K | 0.04% | 136 |
|
|
2023
Q2 | $86.1K | Buy |
+2,018
| New | +$86.1K | 0.08% | 106 |
|
|
2021
Q1 | – | Sell |
-6,763
| Closed | -$204K | – | 152 |
|
|
2020
Q4 | $204K | Buy |
+6,763
| New | +$204K | 0.08% | 126 |
|
|
2020
Q2 | – | Sell |
-7,854
| Closed | -$225K | – | 152 |
|
|
2020
Q1 | $225K | Hold |
7,854
| – | – | 0.12% | 99 |
|
|
2019
Q4 | $261K | Buy |
+7,854
| New | +$261K | 0.12% | 93 |
|