WESPAC Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10,427
| Closed | -$484K | – | 185 |
|
|
2021
Q3 | $484K | Buy |
10,427
+5,548
| +114% | +$258K | 0.3% | 103 |
|
|
2021
Q2 | $221K | Buy |
+4,879
| New | +$221K | 0.42% | 92 |
|
|
2016
Q1 | – | Sell |
-31,265
| Closed | -$1.7M | – | 130 |
|
|
2015
Q4 | $1.7M | Buy |
31,265
+754
| +2% | +$41K | 1.97% | 14 |
|
|
2015
Q3 | $1.57M | Sell |
30,511
-14,028
| -31% | -$720K | 2.75% | 11 |
|
|
2015
Q2 | $2.51M | Buy |
44,539
+2,319
| +5% | +$130K | 1.88% | 14 |
|
|
2015
Q1 | $2.3M | Sell |
42,220
-8,854
| -17% | -$482K | 1.74% | 15 |
|
|
2014
Q4 | $2.8M | Buy |
51,074
+42,018
| +464% | +$2.3M | 1.96% | 11 |
|
|
2014
Q3 | $470K | Buy |
9,056
+3,678
| +68% | +$191K | 0.38% | 87 |
|
|
2014
Q2 | $283K | Sell |
5,378
-2,398
| -31% | -$126K | 0.32% | 94 |
|
|
2014
Q1 | $387K | Buy |
7,776
+1,070
| +16% | +$53.3K | 0.34% | 98 |
|
|
2013
Q4 | $304K | Buy |
+6,706
| New | +$304K | 0.25% | 111 |
|