Wells Fargo’s The Oncology Institute TOI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.5K | Buy |
+30,504
| New | +$62.5K | ﹤0.01% | 5015 |
|
|
2024
Q2 | – | Sell |
-248
| Closed | -$392 | – | 6977 |
|
|
2024
Q1 | $392 | Buy |
248
+4
| +2% | +$6 | ﹤0.01% | 5940 |
|
|
2023
Q4 | $498 | Buy |
244
+15
| +7% | +$31 | ﹤0.01% | 5939 |
|
|
2023
Q3 | $321 | Buy |
229
+44
| +24% | +$62 | ﹤0.01% | 6084 |
|
|
2023
Q2 | $102 | Sell |
185
-6,673
| -97% | -$3.68K | ﹤0.01% | 6549 |
|
|
2023
Q1 | $4.65K | Buy |
+6,858
| New | +$4.65K | ﹤0.01% | 5751 |
|
|
2022
Q4 | – | Sell |
-568
| Closed | -$3K | – | 7373 |
|
|
2022
Q3 | $3K | Buy |
568
+98
| +21% | +$518 | ﹤0.01% | 5752 |
|
|
2022
Q2 | $2K | Buy |
470
+406
| +634% | +$1.73K | ﹤0.01% | 6082 |
|
|
2022
Q1 | $0 | Buy |
+64
| New | – | ﹤0.01% | 7230 |
|