Vantage Financial Partners (Illinois)’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $220K | Hold |
3,700
| – | – | 0.05% | 100 |
|
|
2024
Q1 | $214K | Buy |
+3,700
| New | +$214K | 0.06% | 103 |
|
|
2019
Q3 | – | Sell |
-20,700
| Closed | -$980K | – | 84 |
|
|
2019
Q2 | $980K | Hold |
20,700
| – | – | 0.63% | 25 |
|
|
2019
Q1 | $1M | Buy |
20,700
+100
| +0.5% | +$4.83K | 0.66% | 23 |
|
|
2018
Q4 | $949K | Sell |
20,600
-1,700
| -8% | -$78.3K | 0.69% | 23 |
|
|
2018
Q3 | $1.17M | Buy |
22,300
+500
| +2% | +$26.3K | 0.75% | 26 |
|
|
2018
Q2 | $1.21M | Sell |
21,800
-300
| -1% | -$16.6K | 0.8% | 21 |
|
|
2018
Q1 | $1.16M | Buy |
22,100
+1,000
| +5% | +$52.4K | 0.79% | 19 |
|
|
2017
Q4 | $1.28M | Buy |
21,100
+200
| +1% | +$12.1K | 0.85% | 17 |
|
|
2017
Q3 | $1.15M | Buy |
20,900
+1,100
| +6% | +$60.7K | 0.81% | 18 |
|
|
2017
Q2 | $1.1M | Buy |
+19,800
| New | +$1.1M | 0.77% | 18 |
|
|
2017
Q1 | – | Sell |
-7,700
| Closed | -$425K | – | 70 |
|
|
2016
Q4 | $425K | Buy |
+7,700
| New | +$425K | 0.38% | 28 |
|