Wealth Advisory Solutions’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,992
| Closed | -$242K | – | 162 |
|
|
2022
Q1 | $242K | Buy |
+4,992
| New | +$242K | 0.05% | 139 |
|
|
2021
Q3 | $213K | Sell |
4,583
-1,931
| -30% | -$89.7K | 0.05% | 168 |
|
|
2021
Q2 | $295K | Sell |
6,514
-51,242
| -89% | -$2.32M | 0.07% | 135 |
|
|
2021
Q1 | $2.25M | Buy |
+57,756
| New | +$2.25M | 1.68% | 18 |
|
|
2020
Q1 | – | Sell |
-5,123
| Closed | -$276K | – | 197 |
|
|
2019
Q4 | $276K | Buy |
+5,123
| New | +$276K | 0.07% | 152 |
|