SWA
Sutton Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $25.6K | Sell |
627
-52
| -8% | -$2.13K | 0.01% | 324 |
|
|
2023
Q2 | $29K | Sell |
679
-93
| -12% | -$3.97K | 0.01% | 295 |
|
|
2023
Q1 | $28.9K | Sell |
772
-3,005
| -80% | -$112K | 0.02% | 261 |
|
|
2022
Q4 | $156K | Buy |
3,777
+292
| +8% | +$12.1K | 0.06% | 200 |
|
|
2022
Q3 | $140K | Buy |
3,485
+13
| +0.4% | +$523 | 0.06% | 206 |
|
|
2022
Q2 | $136K | Sell |
3,472
-2,209
| -39% | -$86.5K | 0.05% | 204 |
|
|
2022
Q1 | $275K | Buy |
5,681
+8
| +0.1% | +$388 | 0.09% | 147 |
|
|
2021
Q4 | $272K | Buy |
5,673
+93
| +2% | +$4.46K | 0.09% | 149 |
|
|
2021
Q3 | $259K | Sell |
5,580
-1
| -0% | -$46 | 0.1% | 146 |
|
|
2021
Q2 | $253K | Buy |
5,581
+32
| +0.6% | +$1.45K | 0.09% | 154 |
|
|
2021
Q1 | $217K | Buy |
5,549
+21
| +0.4% | +$820 | 0.09% | 164 |
|
|
2020
Q4 | $167K | Buy |
5,528
+8
| +0.1% | +$241 | 0.07% | 178 |
|
|
2020
Q3 | $130K | Sell |
5,520
-242
| -4% | -$5.69K | 0.06% | 186 |
|
|
2020
Q2 | $148K | Buy |
5,762
+138
| +2% | +$3.53K | 0.08% | 166 |
|
|
2020
Q1 | $161K | Sell |
5,624
-1,223
| -18% | -$35.1K | 0.1% | 146 |
|
|
2019
Q4 | $368K | Sell |
6,847
-695
| -9% | -$37.4K | 0.19% | 93 |
|
|
2019
Q3 | $380K | Sell |
7,542
-602
| -7% | -$30.4K | 0.21% | 84 |
|
|
2019
Q2 | $385K | Sell |
8,144
-554
| -6% | -$26.2K | 0.22% | 81 |
|
|
2019
Q1 | $420K | Sell |
8,698
-645
| -7% | -$31.2K | 0.25% | 70 |
|
|
2018
Q4 | $431K | Sell |
9,343
-474
| -5% | -$21.8K | 0.28% | 64 |
|
|
2018
Q3 | $516K | Hold |
9,817
| – | – | 0.34% | 52 |
|
|
2018
Q2 | $544K | Sell |
9,817
-270
| -3% | -$15K | 0.38% | 43 |
|
|
2018
Q1 | $529K | Buy |
10,087
+368
| +4% | +$19.3K | 0.38% | 46 |
|
|
2017
Q4 | $590K | Sell |
9,719
-1,327
| -12% | -$80.5K | 0.43% | 42 |
|
|
2017
Q3 | $609K | Hold |
11,046
| – | – | 0.46% | 39 |
|
|
2017
Q2 | $612K | Buy |
11,046
+32
| +0.3% | +$1.77K | 0.48% | 39 |
|
|
2017
Q1 | $613K | Sell |
11,014
-9
| -0.1% | -$501 | 0.51% | 37 |
|
|
2016
Q4 | $607K | Sell |
11,023
-105
| -0.9% | -$5.79K | 0.54% | 33 |
|
|
2016
Q3 | $493K | Buy |
11,128
+284
| +3% | +$12.6K | 0.45% | 43 |
|
|
2016
Q2 | $513K | Buy |
10,844
+557
| +5% | +$26.4K | 0.48% | 36 |
|
|
2016
Q1 | $497K | Buy |
+10,287
| New | +$497K | 0.47% | 39 |
|