Wagner Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,715
| Closed | -$399K | – | 270 |
|
|
2024
Q2 | $399K | Sell |
6,715
-15
| -0.2% | -$891 | 0.12% | 81 |
|
|
2024
Q1 | $390K | Sell |
6,730
-547
| -8% | -$31.7K | 0.12% | 83 |
|
|
2023
Q4 | $358K | Sell |
7,277
-42
| -0.6% | -$2.07K | 0.12% | 88 |
|
|
2023
Q3 | $299K | Sell |
7,319
-6
| -0.1% | -$245 | 0.11% | 89 |
|
|
2023
Q2 | $313K | Buy |
7,325
+24
| +0.3% | +$1.02K | 0.12% | 86 |
|
|
2023
Q1 | $273K | Buy |
7,301
+586
| +9% | +$21.9K | 0.12% | 96 |
|
|
2022
Q4 | $277K | Buy |
6,715
+489
| +8% | +$20.2K | 0.17% | 91 |
|
|
2022
Q3 | $250K | Sell |
6,226
-55
| -0.9% | -$2.21K | 0.19% | 89 |
|
|
2022
Q2 | $246K | Sell |
6,281
-87
| -1% | -$3.41K | 0.2% | 89 |
|
|
2022
Q1 | $309K | Buy |
6,368
+1,831
| +40% | +$88.8K | 0.22% | 96 |
|
|
2021
Q4 | $218K | Buy |
4,537
+53
| +1% | +$2.55K | 0.17% | 116 |
|
|
2021
Q3 | $229K | Sell |
4,484
-933
| -17% | -$47.6K | 0.18% | 111 |
|
|
2021
Q2 | $245K | Buy |
5,417
+1,680
| +45% | +$76K | 0.18% | 106 |
|
|
2021
Q1 | $146K | Buy |
+3,737
| New | +$146K | 0.11% | 142 |
|
|
2018
Q3 | $311K | Buy |
5,909
+99
| +2% | +$5.21K | 0.21% | 93 |
|
|
2018
Q2 | $322K | Buy |
5,810
+600
| +12% | +$33.3K | 0.23% | 86 |
|
|
2018
Q1 | $273K | Buy |
5,210
+2
| +0% | +$105 | 0.21% | 92 |
|
|
2017
Q4 | $328K | Buy |
+5,208
| New | +$328K | 0.25% | 82 |
|