WJA
Willis Johnson & Associates’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,383
| Closed | -$304K | – | 177 |
|
|
2024
Q3 | $304K | Buy |
+5,383
| New | +$304K | 0.02% | 122 |
|
|
2023
Q4 | – | Sell |
-6,080
| Closed | -$248K | – | 149 |
|
|
2023
Q3 | $248K | Sell |
6,080
-1,507
| -20% | -$61.6K | 0.03% | 108 |
|
|
2023
Q2 | $324K | Sell |
7,587
-1,317
| -15% | -$56.2K | 0.03% | 95 |
|
|
2023
Q1 | $333K | Buy |
8,904
+3,401
| +62% | +$127K | 0.04% | 92 |
|
|
2022
Q4 | $227K | Buy |
5,503
+436
| +9% | +$18K | 0.03% | 102 |
|
|
2022
Q3 | $204K | Buy |
+5,067
| New | +$204K | 0.03% | 95 |
|
|
2022
Q2 | – | Sell |
-5,136
| Closed | -$249K | – | 112 |
|
|
2022
Q1 | $249K | Buy |
+5,136
| New | +$249K | 0.03% | 86 |
|
|
2021
Q3 | – | Sell |
-5,656
| Closed | -$256K | – | 104 |
|
|
2021
Q2 | $256K | Hold |
5,656
| – | – | 0.04% | 76 |
|
|
2021
Q1 | $221K | Buy |
+5,656
| New | +$221K | 0.03% | 82 |
|