TrustCore Financial Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $173K | Sell |
4,184
-38
| -0.9% | -$1.57K | 0.02% | 289 |
|
|
2022
Q3 | $170K | Buy |
4,222
+3
| +0.1% | +$121 | 0.02% | 280 |
|
|
2022
Q2 | $165K | Buy |
4,219
+42
| +1% | +$1.64K | 0.02% | 274 |
|
|
2022
Q1 | $202K | Sell |
4,177
-198
| -5% | -$9.58K | 0.02% | 275 |
|
|
2021
Q4 | $210K | Buy |
4,375
+186
| +4% | +$8.93K | 0.02% | 242 |
|
|
2021
Q3 | $194K | Buy |
4,189
+118
| +3% | +$5.47K | 0.02% | 268 |
|
|
2021
Q2 | $184K | Buy |
4,071
+1
| +0% | +$45 | 0.02% | 271 |
|
|
2021
Q1 | $159K | Buy |
4,070
+406
| +11% | +$15.9K | 0.02% | 279 |
|
|
2020
Q4 | $111K | Sell |
3,664
-4,328
| -54% | -$131K | 0.01% | 311 |
|
|
2020
Q3 | $188K | Buy |
7,992
+196
| +3% | +$4.61K | 0.03% | 232 |
|
|
2020
Q2 | $200K | Buy |
7,796
+642
| +9% | +$16.5K | 0.03% | 222 |
|
|
2020
Q1 | $205K | Buy |
7,154
+971
| +16% | +$27.8K | 0.05% | 193 |
|
|
2019
Q4 | $333K | Buy |
6,183
+261
| +4% | +$14.1K | 0.06% | 171 |
|
|
2019
Q3 | $299K | Sell |
5,922
-275
| -4% | -$13.9K | 0.06% | 166 |
|
|
2019
Q2 | $293K | Buy |
6,197
+1,736
| +39% | +$82.1K | 0.07% | 163 |
|
|
2019
Q1 | $216K | Buy |
+4,461
| New | +$216K | 0.06% | 147 |
|
|
2018
Q4 | – | Sell |
-14,282
| Closed | -$751K | – | 795 |
|
|
2018
Q3 | $751K | Buy |
14,282
+280
| +2% | +$14.7K | 0.24% | 64 |
|
|
2018
Q2 | $776K | Buy |
14,002
+428
| +3% | +$23.7K | 0.27% | 56 |
|
|
2018
Q1 | $711K | Buy |
13,574
+1,047
| +8% | +$54.8K | 0.27% | 55 |
|
|
2017
Q4 | $760K | Buy |
+12,527
| New | +$760K | 0.3% | 53 |
|