Sterling Investment Advisors (Pennsylvania)’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-294
| Closed | -$12K | – | 525 |
|
|
2022
Q2 | $12K | Buy |
294
+2
| +0.7% | +$82 | ﹤0.01% | 386 |
|
|
2022
Q1 | $14K | Buy |
292
+1
| +0.3% | +$48 | ﹤0.01% | 402 |
|
|
2021
Q4 | $14K | Buy |
291
+1
| +0.3% | +$48 | ﹤0.01% | 409 |
|
|
2021
Q3 | $13K | Buy |
290
+15
| +5% | +$672 | ﹤0.01% | 415 |
|
|
2021
Q2 | $12K | Hold |
275
| – | – | ﹤0.01% | 412 |
|
|
2021
Q1 | $11K | Buy |
275
+1
| +0.4% | +$40 | ﹤0.01% | 397 |
|
|
2020
Q4 | $8K | Buy |
274
+1
| +0.4% | +$29 | ﹤0.01% | 385 |
|
|
2020
Q3 | $6K | Sell |
273
-143
| -34% | -$3.14K | ﹤0.01% | 372 |
|
|
2020
Q2 | $10K | Sell |
416
-232
| -36% | -$5.58K | ﹤0.01% | 348 |
|
|
2020
Q1 | $18K | Buy |
648
+12
| +2% | +$333 | 0.01% | 274 |
|
|
2019
Q4 | $34K | Hold |
636
| – | – | 0.02% | 248 |
|
|
2019
Q3 | $32K | Hold |
636
| – | – | 0.02% | 252 |
|
|
2019
Q2 | $30K | Sell |
636
-200
| -24% | -$9.43K | 0.02% | 263 |
|
|
2019
Q1 | $40K | Hold |
836
| – | – | 0.02% | 234 |
|
|
2018
Q4 | $38K | Hold |
836
| – | – | 0.02% | 225 |
|
|
2018
Q3 | $44K | Sell |
836
-600
| -42% | -$31.6K | 0.02% | 239 |
|
|
2018
Q2 | $79K | Hold |
1,436
| – | – | 0.05% | 161 |
|
|
2018
Q1 | $75K | Sell |
1,436
-499
| -26% | -$26.1K | 0.05% | 163 |
|
|
2017
Q4 | $117K | Hold |
1,935
| – | – | 0.07% | 132 |
|
|
2017
Q3 | $107K | Sell |
1,935
-164
| -8% | -$9.07K | 0.07% | 134 |
|
|
2017
Q2 | $116K | Sell |
2,099
-1,836
| -47% | -$101K | 0.08% | 127 |
|
|
2017
Q1 | $219K | Buy |
3,935
+635
| +19% | +$35.3K | 0.16% | 94 |
|
|
2016
Q4 | $182K | Buy |
+3,300
| New | +$182K | 0.15% | 93 |
|