TCPWM
Traverso Chambers Private Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.16M | Buy |
23,504
+3
| +0% | +$148 | 0.28% | 47 |
|
|
2023
Q3 | $960K | Buy |
23,501
+2
| +0% | +$82 | 0.26% | 51 |
|
|
2023
Q2 | $1M | Sell |
23,499
-276
| -1% | -$11.8K | 0.26% | 49 |
|
|
2023
Q1 | $889K | Buy |
23,775
+312
| +1% | +$11.7K | 0.24% | 53 |
|
|
2022
Q4 | $969K | Sell |
23,463
-179
| -0.8% | -$7.39K | 0.28% | 46 |
|
|
2022
Q3 | $951K | Buy |
23,642
+2
| +0% | +$80 | 0.29% | 47 |
|
|
2022
Q2 | $926K | Buy |
23,640
+6,095
| +35% | +$239K | 0.31% | 46 |
|
|
2022
Q1 | $850K | Buy |
17,545
+211
| +1% | +$10.2K | 0.25% | 53 |
|
|
2021
Q4 | $832K | Buy |
17,334
+2
| +0% | +$96 | 0.25% | 52 |
|
|
2021
Q3 | $804K | Buy |
17,332
+1
| +0% | +$46 | 0.25% | 51 |
|
|
2021
Q2 | $785K | Sell |
17,331
-127
| -0.7% | -$5.75K | 0.25% | 51 |
|
|
2021
Q1 | $682K | Buy |
17,458
+4,001
| +30% | +$156K | 0.23% | 56 |
|
|
2020
Q4 | $406K | Sell |
13,457
-449
| -3% | -$13.5K | 0.15% | 69 |
|
|
2020
Q3 | $327K | Sell |
13,906
-100
| -0.7% | -$2.35K | 0.13% | 73 |
|
|
2020
Q2 | $359K | Buy |
14,006
+256
| +2% | +$6.56K | 0.15% | 66 |
|
|
2020
Q1 | $395K | Buy |
13,750
+4,312
| +46% | +$124K | 0.19% | 60 |
|
|
2019
Q4 | $508K | Sell |
9,438
-715
| -7% | -$38.5K | 0.22% | 57 |
|
|
2019
Q3 | $512K | Buy |
10,153
+715
| +8% | +$36.1K | 0.24% | 53 |
|
|
2019
Q2 | $446K | Sell |
9,438
-658
| -7% | -$31.1K | 0.22% | 57 |
|
|
2019
Q1 | $488K | Hold |
10,096
| – | – | 0.24% | 56 |
|
|
2018
Q4 | $465K | Buy |
+10,096
| New | +$465K | 0.25% | 50 |
|