V Wealth Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-9,660
| Closed | -$378K | – | 419 |
|
|
2022
Q2 | $378K | Sell |
9,660
-3,478
| -26% | -$136K | 0.07% | 268 |
|
|
2022
Q1 | $636K | Buy |
13,138
+7,838
| +148% | +$379K | 0.1% | 206 |
|
|
2021
Q4 | $254K | Buy |
5,300
+238
| +5% | +$11.4K | 0.04% | 388 |
|
|
2021
Q3 | $235K | Sell |
5,062
-1,673
| -25% | -$77.7K | 0.04% | 398 |
|
|
2021
Q2 | $307K | Buy |
+6,735
| New | +$307K | 0.05% | 364 |
|
|
2020
Q1 | – | Sell |
-5,073
| Closed | -$256K | – | 375 |
|
|
2019
Q4 | $256K | Hold |
5,073
| – | – | 0.09% | 225 |
|
|
2019
Q3 | $256K | Buy |
5,073
+565
| +13% | +$28.5K | 0.09% | 227 |
|
|
2019
Q2 | $215K | Sell |
4,508
-568
| -11% | -$27.1K | 0.08% | 245 |
|
|
2019
Q1 | $239K | Buy |
5,076
+540
| +12% | +$25.4K | 0.1% | 213 |
|
|
2018
Q4 | $217K | Sell |
4,536
-288
| -6% | -$13.8K | 0.11% | 194 |
|
|
2018
Q3 | $254K | Sell |
4,824
-926
| -16% | -$48.8K | 0.12% | 187 |
|
|
2018
Q2 | $325K | Buy |
5,750
+1,258
| +28% | +$71.1K | 0.18% | 137 |
|
|
2018
Q1 | $231K | Sell |
4,492
-507
| -10% | -$26.1K | 0.12% | 179 |
|
|
2017
Q4 | $313K | Buy |
4,999
+1,282
| +34% | +$80.3K | 0.16% | 146 |
|
|
2017
Q3 | $206K | Sell |
3,717
-993
| -21% | -$55K | 0.1% | 178 |
|
|
2017
Q2 | $263K | Sell |
4,710
-3,116
| -40% | -$174K | 0.12% | 153 |
|
|
2017
Q1 | $438K | Buy |
7,826
+1,674
| +27% | +$93.7K | 0.27% | 102 |
|
|
2016
Q4 | $342K | Buy |
6,152
+410
| +7% | +$22.8K | 0.25% | 118 |
|
|
2016
Q3 | $251K | Sell |
5,742
-38,672
| -87% | -$1.69M | 0.2% | 141 |
|
|
2016
Q2 | $2.1M | Buy |
44,414
+1,619
| +4% | +$76.5K | 1.72% | 8 |
|
|
2016
Q1 | $2.08M | Buy |
+42,795
| New | +$2.08M | 1.66% | 13 |
|