TD Ameritrade Investment Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,662
| Closed | -$284K | – | 512 |
|
|
2023
Q2 | $284K | Sell |
6,662
-845
| -11% | -$36K | ﹤0.01% | 140 |
|
|
2023
Q1 | $281K | Sell |
7,507
-2,249
| -23% | -$84.2K | ﹤0.01% | 151 |
|
|
2022
Q4 | $403K | Buy |
9,756
+8,310
| +575% | +$343K | ﹤0.01% | 145 |
|
|
2022
Q3 | $58K | Sell |
1,446
-1,734
| -55% | -$69.6K | ﹤0.01% | 272 |
|
|
2022
Q2 | $125K | Buy |
3,180
+167
| +6% | +$6.56K | ﹤0.01% | 247 |
|
|
2022
Q1 | $146K | Buy |
3,013
+1,859
| +161% | +$90.1K | ﹤0.01% | 258 |
|
|
2021
Q4 | $55K | Buy |
1,154
+121
| +12% | +$5.77K | ﹤0.01% | 341 |
|
|
2021
Q3 | $24K | Sell |
1,033
-278
| -21% | -$6.46K | ﹤0.01% | 376 |
|
|
2021
Q2 | $59K | Sell |
1,311
-77
| -6% | -$3.47K | ﹤0.01% | 325 |
|
|
2021
Q1 | $42K | Hold |
1,388
| – | – | ﹤0.01% | 347 |
|
|
2020
Q4 | $42K | Buy |
1,388
+355
| +34% | +$10.7K | ﹤0.01% | 347 |
|
|
2020
Q3 | $24K | Buy |
1,033
+407
| +65% | +$9.46K | ﹤0.01% | 376 |
|
|
2020
Q2 | $16K | Sell |
626
-21,076
| -97% | -$539K | ﹤0.01% | 393 |
|
|
2020
Q1 | $623K | Sell |
21,702
-3,577
| -14% | -$103K | 0.01% | 146 |
|
|
2019
Q4 | $1.36M | Buy |
25,279
+8,898
| +54% | +$479K | 0.01% | 115 |
|
|
2019
Q3 | $826K | Buy |
16,381
+2,581
| +19% | +$130K | 0.01% | 134 |
|
|
2019
Q2 | $653K | Buy |
13,800
+3,807
| +38% | +$180K | 0.01% | 137 |
|
|
2019
Q1 | $483K | Buy |
9,993
+1,786
| +22% | +$86.3K | ﹤0.01% | 139 |
|
|
2018
Q4 | $378K | Buy |
8,207
+3,809
| +87% | +$175K | ﹤0.01% | 126 |
|
|
2018
Q3 | $231K | Buy |
4,398
+4,098
| +1,366% | +$215K | ﹤0.01% | 134 |
|
|
2018
Q2 | $17K | Buy |
+300
| New | +$17K | ﹤0.01% | 205 |
|