Wells Fargo’s Sunworks, Inc. SUNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,341
| Closed | -$315 | – | 7801 |
|
|
2023
Q4 | $315 | Buy |
1,341
+42
| +3% | +$14 | ﹤0.01% | 6492 |
|
|
2023
Q3 | $675 | Buy |
1,299
+43
| +3% | +$46 | ﹤0.01% | 6296 |
|
|
2023
Q2 | $1.42K | Buy |
1,256
+13
| +1% | +$15 | ﹤0.01% | 6265 |
|
|
2023
Q1 | $1.79K | Buy |
1,243
+3
| +0.2% | +$6 | ﹤0.01% | 6248 |
|
|
2022
Q4 | $1.96K | Buy |
1,240
+21
| +2% | +$47 | ﹤0.01% | 6017 |
|
|
2022
Q3 | $4K | Sell |
1,219
-1
| -0.1% | -$3 | ﹤0.01% | 6008 |
|
|
2022
Q2 | $2K | Buy |
1,220
+38
| +3% | +$72 | ﹤0.01% | 6412 |
|
|
2022
Q1 | $3K | Sell |
1,182
-985
| -45% | -$2.49K | ﹤0.01% | 6619 |
|
|
2021
Q4 | $7K | Buy |
2,167
+1,000
| +86% | +$5.12K | ﹤0.01% | 6652 |
|
|
2021
Q3 | $7K | Sell |
1,167
-508
| -30% | -$3.99K | ﹤0.01% | 6312 |
|
|
2021
Q2 | $18K | Buy |
1,675
+19
| +1% | +$196 | ﹤0.01% | 5950 |
|
|
2021
Q1 | $24K | Buy |
1,656
+1,548
| +1,433% | +$22.8K | ﹤0.01% | 6104 |
|
|
2020
Q4 | $1K | Buy |
108
+6
| +6% | +$23 | ﹤0.01% | 6398 |
|
|
2020
Q3 | $0 | Buy |
102
+69
| +209% | +$73 | ﹤0.01% | 7093 |
|
|
2020
Q2 | $0 | Hold |
33
| – | – | ﹤0.01% | 6997 |
|
|
2020
Q1 | $0 | Buy |
+33
| New | +$27 | ﹤0.01% | 6996 |
|
|
2019
Q4 | – | Sell |
-248
| Closed | -$1K | – | 6844 |
|
|
2019
Q3 | $1K | Buy |
248
+1
| +0.4% | +$3 | ﹤0.01% | 6316 |
|
|
2019
Q2 | $1K | Hold |
247
| – | – | ﹤0.01% | 6306 |
|
|
2019
Q1 | $1K | Hold |
247
| – | – | ﹤0.01% | 5979 |
|
|
2018
Q4 | $0 | Hold |
247
| – | – | ﹤0.01% | 6675 |
|
|
2018
Q3 | $1K | Hold |
247
| – | – | ﹤0.01% | 6337 |
|
|
2018
Q2 | $2K | Hold |
247
| – | – | ﹤0.01% | 6209 |
|
|
2018
Q1 | $2K | Hold |
247
| – | – | ﹤0.01% | 6219 |
|
|
2017
Q4 | $2K | Hold |
247
| – | – | ﹤0.01% | 6214 |
|
|
2017
Q3 | $3K | Hold |
247
| – | – | ﹤0.01% | 6122 |
|
|
2017
Q2 | $3K | Hold |
247
| – | – | ﹤0.01% | 6015 |
|
|
2017
Q1 | $3K | Sell |
247
-309
| -56% | -$4.11K | ﹤0.01% | 6128 |
|
|
2016
Q4 | $8K | Hold |
556
| – | – | ﹤0.01% | 5867 |
|
|
2016
Q3 | $10K | Buy |
556
+247
| +80% | +$4.74K | ﹤0.01% | 5772 |
|
|
2016
Q2 | $5K | Hold |
309
| – | – | ﹤0.01% | 5824 |
|
|
2016
Q1 | $6K | Sell |
309
-55
| -15% | -$1.05K | ﹤0.01% | 5848 |
|
|
2015
Q4 | $9K | Hold |
364
| – | – | ﹤0.01% | 5768 |
|
|
2015
Q3 | $7K | Buy |
364
+55
| +18% | +$1.26K | ﹤0.01% | 5793 |
|
|
2015
Q2 | $8K | Hold |
309
| – | – | ﹤0.01% | 5886 |
|
|
2015
Q1 | $11K | Buy |
+309
| New | +$7.67K | ﹤0.01% | 5601 |
|
Other funds holding SUNW
Wells Fargo's SUNW Position: Q1 2024 in Review
Wells Fargo sold out of Sunworks, Inc. (SUNW) in Q1 2024, closing a stake of 1,341 shares — an estimated $315 sold.
Wells Fargo first reported a position in SUNW in Q1 2015 and held it in 35 quarters. The position peaked at $24K in Q1 2021. 2 funds tracked by Wall St. Rank hold SUNW as of Q1 2024.
- Wells Fargo reported no remaining Sunworks, Inc. position as of Q1 2024 after selling out during the quarter.
- Wells Fargo sold 1,341 Sunworks, Inc. shares in Q1 2024, an estimated $315.
- Wells Fargo first reported a position in Sunworks, Inc. in Q1 2015 and held it in 35 quarters.
- Wells Fargo's Sunworks, Inc. position peaked at $24K in Q1 2021.
- 2 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q1 2024.
Based on Wells Fargo's 13F filing for Q1 2024, filed 10 May 2024.