TWM
Titus Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $356K | Buy |
9,092
+2,353
| +35% | +$92.1K | 0.18% | 92 |
|
|
2022
Q1 | $327K | Sell |
6,739
-3,937
| -37% | -$191K | 0.15% | 111 |
|
|
2021
Q4 | $512K | Buy |
10,676
+1,475
| +16% | +$70.7K | 0.23% | 75 |
|
|
2021
Q3 | $428K | Buy |
9,201
+804
| +10% | +$37.4K | 0.22% | 74 |
|
|
2021
Q2 | $380K | Buy |
8,397
+2,250
| +37% | +$102K | 0.21% | 82 |
|
|
2021
Q1 | $240K | Buy |
+6,147
| New | +$240K | 0.14% | 127 |
|
|
2020
Q3 | – | Sell |
-9,095
| Closed | -$233K | – | 122 |
|
|
2020
Q2 | $233K | Buy |
9,095
+1,111
| +14% | +$28.5K | 0.18% | 98 |
|
|
2020
Q1 | $229K | Buy |
+7,984
| New | +$229K | 0.22% | 85 |
|
|
2019
Q3 | – | Sell |
-29,038
| Closed | -$1.37M | – | 105 |
|
|
2019
Q2 | $1.37M | Sell |
29,038
-280
| -1% | -$13.2K | 1.36% | 16 |
|
|
2019
Q1 | $1.42K | Sell |
29,318
-153
| -0.5% | -$7 | 1.25% | 19 |
|
|
2018
Q4 | $1.36K | Sell |
29,471
-459
| -2% | -$21 | 1.16% | 17 |
|
|
2018
Q3 | $1.57M | Sell |
29,930
-400
| -1% | -$21K | 1.36% | 17 |
|
|
2018
Q2 | $1.68M | Sell |
30,330
-400
| -1% | -$22.2K | 1.8% | 14 |
|
|
2018
Q1 | $1.61M | Sell |
30,730
-7,600
| -20% | -$398K | 1.55% | 15 |
|
|
2017
Q4 | $2.33M | Buy |
+38,330
| New | +$2.33M | 2.63% | 12 |
|