Stonnington Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $607K | Hold |
15,315
| – | – | 0.16% | 130 |
|
|
2022
Q4 | $649K | Hold |
15,315
| – | – | 0.18% | 114 |
|
|
2022
Q3 | $668K | Hold |
15,315
| – | – | 0.19% | 107 |
|
|
2022
Q2 | $614K | Sell |
15,315
-50
| -0.3% | -$2.01K | 0.16% | 122 |
|
|
2022
Q1 | $758K | Sell |
15,365
-1,525
| -9% | -$75.2K | 0.18% | 113 |
|
|
2021
Q4 | $947K | Buy |
16,890
+1,725
| +11% | +$96.7K | 0.2% | 112 |
|
|
2021
Q3 | $728K | Sell |
15,165
-650
| -4% | -$31.2K | 0.16% | 134 |
|
|
2021
Q2 | $669K | Buy |
15,815
+950
| +6% | +$40.2K | 0.15% | 144 |
|
|
2021
Q1 | $678K | Buy |
+14,865
| New | +$678K | 0.16% | 140 |
|