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