TAM
Tucker Asset Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $593K | Sell |
8,437
-1,628
| -16% | -$114K | 0.06% | 44 |
|
|
2024
Q3 | $569K | Buy |
10,065
+1,242
| +14% | +$70.2K | 0.13% | 45 |
|
|
2024
Q2 | $524K | Sell |
8,823
-96
| -1% | -$5.7K | 0.11% | 56 |
|
|
2024
Q1 | $517K | Buy |
8,919
+1,489
| +20% | +$86.3K | 0.12% | 55 |
|
|
2023
Q4 | $366K | Buy |
7,430
+703
| +10% | +$34.6K | 0.09% | 86 |
|
|
2023
Q3 | $275K | Buy |
6,727
+733
| +12% | +$30K | 0.07% | 106 |
|
|
2023
Q2 | $256K | Sell |
5,994
-341
| -5% | -$14.6K | 0.07% | 85 |
|
|
2023
Q1 | $237K | Buy |
6,335
+847
| +15% | +$31.7K | 0.07% | 72 |
|
|
2022
Q4 | $227K | Buy |
5,488
+1,010
| +23% | +$41.7K | 0.07% | 43 |
|
|
2022
Q3 | $206K | Buy |
4,478
+1,145
| +34% | +$52.7K | 0.07% | 37 |
|
|
2022
Q2 | $131K | Buy |
3,333
+304
| +10% | +$11.9K | 0.04% | 31 |
|
|
2022
Q1 | $147K | Buy |
3,029
+41
| +1% | +$1.99K | 0.05% | 30 |
|
|
2021
Q4 | $144K | Buy |
2,988
+411
| +16% | +$19.8K | 0.05% | 31 |
|
|
2021
Q3 | $132K | Buy |
2,577
+188
| +8% | +$9.62K | 0.05% | 30 |
|
|
2021
Q2 | $108K | Buy |
2,389
+23
| +1% | +$1.04K | 0.05% | 31 |
|
|
2021
Q1 | $92.4K | Buy |
2,366
+560
| +31% | +$21.9K | 0.05% | 44 |
|
|
2020
Q4 | $54.5K | Buy |
+1,806
| New | +$54.5K | 0.03% | 57 |
|