Sugarloaf Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $144K | Sell |
2,050
-100
| -5% | -$7.02K | 0.03% | 202 |
|
|
2024
Q3 | $121K | Hold |
2,150
| – | – | 0.02% | 223 |
|
|
2024
Q2 | $128K | Buy |
2,150
+3
| +0.1% | +$178 | 0.03% | 208 |
|
|
2024
Q1 | $124K | Sell |
2,147
-99
| -4% | -$5.74K | 0.03% | 209 |
|
|
2023
Q4 | $111K | Buy |
2,246
+101
| +5% | +$4.97K | 0.03% | 212 |
|
|
2023
Q3 | $87.6K | Buy |
2,145
+1
| +0% | +$41 | 0.02% | 219 |
|
|
2023
Q2 | $91.5K | Buy |
2,144
+2
| +0.1% | +$85 | 0.02% | 212 |
|
|
2023
Q1 | $80.1K | Sell |
2,142
-296
| -12% | -$11.1K | 0.02% | 225 |
|
|
2022
Q4 | $101K | Sell |
2,438
-813
| -25% | -$33.6K | 0.03% | 190 |
|
|
2022
Q3 | $131K | Buy |
3,251
+314
| +11% | +$12.7K | 0.03% | 167 |
|
|
2022
Q2 | $115K | Buy |
2,937
+1
| +0% | +$39 | 0.03% | 172 |
|
|
2022
Q1 | $142K | Hold |
2,936
| – | – | 0.03% | 154 |
|
|
2021
Q4 | $141K | Sell |
2,936
-303
| -9% | -$14.6K | 0.03% | 160 |
|
|
2021
Q3 | $150K | Sell |
3,239
-902
| -22% | -$41.8K | 0.04% | 154 |
|
|
2021
Q2 | $188K | Buy |
4,141
+74
| +2% | +$3.36K | 0.05% | 133 |
|
|
2021
Q1 | $159 | Sell |
4,067
-541
| -12% | -$21 | 0.05% | 140 |
|
|
2020
Q4 | $139K | Sell |
4,608
-90
| -2% | -$2.72K | 0.05% | 144 |
|
|
2020
Q3 | $110K | Sell |
4,698
-40
| -0.8% | -$937 | 0.04% | 154 |
|
|
2020
Q2 | $121K | Buy |
4,738
+1,908
| +67% | +$48.7K | 0.05% | 145 |
|
|
2020
Q1 | $81K | Sell |
2,830
-37
| -1% | -$1.06K | 0.04% | 166 |
|
|
2019
Q4 | $159K | Buy |
+2,867
| New | +$159K | 0.07% | 135 |
|