Surevest’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $466K | Buy |
11,592
+43
| +0.4% | +$1.73K | 0.13% | 112 |
|
|
2022
Q2 | $452K | Hold |
11,549
| – | – | 0.12% | 112 |
|
|
2022
Q1 | $560K | Hold |
11,549
| – | – | 0.14% | 111 |
|
|
2021
Q4 | $554K | Hold |
11,549
| – | – | 0.13% | 88 |
|
|
2021
Q3 | $536K | Buy |
11,549
+101
| +0.9% | +$4.69K | 0.14% | 85 |
|
|
2021
Q2 | $518K | Hold |
11,448
| – | – | 0.14% | 82 |
|
|
2021
Q1 | $447K | Hold |
11,448
| – | – | 0.14% | 76 |
|
|
2020
Q4 | $346K | Hold |
11,448
| – | – | 0.12% | 75 |
|
|
2020
Q3 | $269K | Hold |
11,448
| – | – | 0.11% | 75 |
|
|
2020
Q2 | $293K | Buy |
+11,448
| New | +$293K | 0.13% | 75 |
|