US Asset Management LLC’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-662
| Closed | -$25K | – | 231 |
|
|
2023
Q1 | $25K | Sell |
662
-18
| -3% | -$680 | 0.03% | 210 |
|
|
2022
Q4 | $28K | Buy |
+680
| New | +$28K | 0.03% | 208 |
|
|
2022
Q2 | $27K | Buy |
692
+22
| +3% | +$858 | 0.03% | 215 |
|
|
2022
Q1 | $32K | Buy |
+670
| New | +$32K | 0.03% | 220 |
|
|
2021
Q4 | – | Sell |
-637
| Closed | -$30K | – | 235 |
|
|
2021
Q3 | $30K | Buy |
+637
| New | +$30K | 0.03% | 219 |
|