StrategIQ Financial 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
Q4 | $564K | Sell |
11,457
-383
| -3% | -$18.9K | 0.06% | 205 |
|
|
2023
Q3 | $484K | Buy |
11,840
+383
| +3% | +$15.6K | 0.06% | 210 |
|
|
2023
Q2 | $489K | Buy |
+11,457
| New | +$489K | 0.06% | 213 |
|
|
2022
Q2 | – | Sell |
-4,297
| Closed | -$208K | – | 297 |
|
|
2022
Q1 | $208K | Hold |
4,297
| – | – | 0.02% | 285 |
|
|
2021
Q4 | $206K | Buy |
+4,297
| New | +$206K | 0.02% | 287 |
|