Stuart Chaussee & Associates’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 | – | Sell |
-365
| Closed | -$15.1K | – | 153 |
|
2022
Q4 | $15.1K | Hold |
365
| – | – | 0.01% | 84 |
|
2022
Q3 | $15K | Hold |
365
| – | – | 0.03% | 75 |
|
2022
Q2 | $14K | Hold |
365
| – | – | 0.03% | 81 |
|
2022
Q1 | $18K | Hold |
365
| – | – | 0.01% | 90 |
|
2021
Q4 | $18K | Hold |
365
| – | – | 0.01% | 90 |
|
2021
Q3 | $17K | Hold |
365
| – | – | 0.03% | 78 |
|
2021
Q2 | $17K | Hold |
365
| – | – | 0.01% | 86 |
|
2021
Q1 | $14K | Buy |
+365
| New | +$14K | 0.01% | 106 |
|
2020
Q1 | – | Sell |
-774
| Closed | -$42K | – | 131 |
|
2019
Q4 | $42K | Hold |
774
| – | – | 0.02% | 45 |
|
2019
Q3 | $39K | Hold |
774
| – | – | 0.02% | 51 |
|
2019
Q2 | $37K | Hold |
774
| – | – | 0.02% | 53 |
|
2019
Q1 | $37K | Hold |
774
| – | – | 0.02% | 52 |
|
2018
Q4 | $36K | Hold |
774
| – | – | 0.03% | 37 |
|
2018
Q3 | $41K | Hold |
774
| – | – | 0.03% | 51 |
|
2018
Q2 | $43K | Hold |
774
| – | – | 0.03% | 52 |
|
2018
Q1 | $41K | Hold |
774
| – | – | 0.17% | 33 |
|
2017
Q4 | $47K | Buy |
774
+28
| +4% | +$1.7K | 0.03% | 38 |
|
2017
Q3 | $41K | Hold |
746
| – | – | 0.03% | 40 |
|
2017
Q2 | $41K | Hold |
746
| – | – | 0.03% | 38 |
|
2017
Q1 | $42K | Buy |
746
+107
| +17% | +$6.02K | 0.04% | 42 |
|
2016
Q4 | $35K | Hold |
639
| – | – | 0.03% | 37 |
|
2016
Q3 | $28K | Sell |
639
-1,125
| -64% | -$49.3K | 0.02% | 46 |
|
2016
Q2 | $83K | Buy |
1,764
+200
| +13% | +$9.41K | 0.07% | 33 |
|
2016
Q1 | $74K | Buy |
1,564
+925
| +145% | +$43.8K | 0.07% | 33 |
|
2015
Q4 | $35K | Buy |
+639
| New | +$35K | 0.03% | 41 |
|