Sweet Financial Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $365K | Buy |
6,461
+9
| +0.1% | +$508 | 0.08% | 148 |
|
|
2024
Q2 | $383K | Sell |
6,452
-197
| -3% | -$11.7K | 0.09% | 136 |
|
|
2024
Q1 | $385K | Sell |
6,649
-3,146
| -32% | -$182K | 0.09% | 139 |
|
|
2023
Q4 | $482K | Sell |
9,795
-46
| -0.5% | -$2.26K | 0.11% | 123 |
|
|
2023
Q3 | $402K | Buy |
9,841
+1,033
| +12% | +$42.2K | 0.11% | 122 |
|
|
2023
Q2 | $376K | Sell |
8,808
-56
| -0.6% | -$2.39K | 0.1% | 126 |
|
|
2023
Q1 | $331K | Sell |
8,864
-21
| -0.2% | -$785 | 0.09% | 134 |
|
|
2022
Q4 | $367K | Buy |
8,885
+40
| +0.5% | +$1.65K | 0.11% | 117 |
|
|
2022
Q3 | $355K | Buy |
8,845
+2,036
| +30% | +$81.7K | 0.11% | 117 |
|
|
2022
Q2 | $267K | Sell |
6,809
-85
| -1% | -$3.33K | 0.08% | 137 |
|
|
2022
Q1 | $334K | Buy |
6,894
+720
| +12% | +$34.9K | 0.09% | 124 |
|
|
2021
Q4 | $296K | Buy |
+6,174
| New | +$296K | 0.12% | 110 |
|