Wealth Effects’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,243
| Closed | -$258K | – | 239 |
|
|
2023
Q4 | $258K | Sell |
5,243
-2,000
| -28% | -$98.4K | 0.1% | 175 |
|
|
2023
Q3 | $296K | Buy |
7,243
+310
| +4% | +$12.7K | 0.15% | 134 |
|
|
2023
Q2 | $296K | Sell |
6,933
-165
| -2% | -$7.04K | 0.13% | 134 |
|
|
2023
Q1 | $265K | Sell |
7,098
-75
| -1% | -$2.8K | 0.14% | 146 |
|
|
2022
Q4 | $296K | Sell |
7,173
-811
| -10% | -$33.5K | 0.17% | 132 |
|
|
2022
Q3 | $321K | Buy |
7,984
+95
| +1% | +$3.82K | 0.2% | 112 |
|
|
2022
Q2 | $309K | Buy |
7,889
+815
| +12% | +$31.9K | 0.19% | 118 |
|
|
2022
Q1 | $343K | Buy |
7,074
+425
| +6% | +$20.6K | 0.16% | 129 |
|
|
2021
Q4 | $319K | Buy |
+6,649
| New | +$319K | 0.13% | 141 |
|