Total Clarity Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,826
| Closed | -$216K | – | 295 |
|
|
2024
Q3 | $216K | Buy |
+3,826
| New | +$216K | 0.07% | 232 |
|
|
2024
Q1 | – | Sell |
-6,157
| Closed | -$303K | – | 292 |
|
|
2023
Q4 | $303K | Sell |
6,157
-730
| -11% | -$35.9K | 0.12% | 174 |
|
|
2023
Q3 | $281K | Sell |
6,887
-3,225
| -32% | -$132K | 0.14% | 168 |
|
|
2023
Q2 | $432K | Buy |
+10,112
| New | +$432K | 0.21% | 118 |
|
|
2022
Q3 | – | Sell |
-349
| Closed | -$14K | – | 973 |
|
|
2022
Q2 | $14K | Buy |
+349
| New | +$14K | 0.01% | 608 |
|
|
2022
Q1 | – | Sell |
-435
| Closed | -$21K | – | 912 |
|
|
2021
Q4 | $21K | Hold |
435
| – | – | 0.01% | 563 |
|
|
2021
Q3 | $20K | Buy |
+435
| New | +$20K | 0.01% | 563 |
|
|
2021
Q2 | – | Sell |
-142
| Closed | -$6K | – | 746 |
|
|
2021
Q1 | $6K | Buy |
+142
| New | +$6K | ﹤0.01% | 668 |
|
|
2020
Q1 | – | Sell |
-645
| Closed | -$35K | – | 626 |
|
|
2019
Q4 | $35K | Buy |
+645
| New | +$35K | 0.03% | 319 |
|