SFO
Standard Family Office’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,140
| Closed | -$134K | – | 3 |
|
|
2023
Q2 | $134K | Hold |
3,140
| – | – | 0.23% | 3 |
|
|
2023
Q1 | $117K | Hold |
3,140
| – | – | 0.21% | 3 |
|
|
2022
Q4 | $130K | Sell |
3,140
-6,532
| -68% | -$270K | 0.25% | 3 |
|
|
2022
Q3 | $389K | Buy |
+9,672
| New | +$389K | 0.17% | 19 |
|
|
2022
Q2 | – | Sell |
-2,035
| Closed | -$99K | – | 263 |
|
|
2022
Q1 | $99K | Buy |
+2,035
| New | +$99K | 0.03% | 39 |
|
|
2021
Q4 | – | Sell |
-1,400
| Closed | -$65K | – | 253 |
|
|
2021
Q3 | $65K | Sell |
1,400
-5,781
| -81% | -$268K | 0.02% | 44 |
|
|
2021
Q2 | $325K | Buy |
7,181
+2,173
| +43% | +$98.3K | 0.07% | 115 |
|
|
2021
Q1 | $196K | Sell |
5,008
-1,400
| -22% | -$54.8K | 0.05% | 127 |
|
|
2020
Q4 | $193K | Buy |
+6,408
| New | +$193K | 0.05% | 125 |
|