Waypoint Capital Advisors’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 | $261K | Sell |
4,619
-214
| -4% | -$12.1K | 0.06% | 113 |
|
|
2024
Q2 | $287K | Buy |
4,833
+398
| +9% | +$23.6K | 0.07% | 107 |
|
|
2024
Q1 | $257K | Buy |
4,435
+148
| +3% | +$8.58K | 0.07% | 106 |
|
|
2023
Q4 | $211K | Buy |
+4,287
| New | +$211K | 0.06% | 114 |
|
|
2022
Q2 | – | Sell |
-4,321
| Closed | -$209K | – | 139 |
|
|
2022
Q1 | $209K | Buy |
4,321
+88
| +2% | +$4.26K | 0.12% | 110 |
|
|
2021
Q4 | $203K | Buy |
+4,233
| New | +$203K | 0.14% | 93 |
|