Windsor Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,519
| Closed | -$513K | – | 234 |
|
|
2022
Q1 | $513K | Buy |
10,519
+972
| +10% | +$47.4K | 0.09% | 146 |
|
|
2021
Q4 | $504K | Buy |
+9,547
| New | +$504K | 0.09% | 154 |
|
|
2020
Q3 | – | Sell |
-16,627
| Closed | -$426K | – | 200 |
|
|
2020
Q2 | $426K | Buy |
16,627
+1,301
| +8% | +$33.3K | 0.14% | 134 |
|
|
2020
Q1 | $440K | Buy |
15,326
+551
| +4% | +$15.8K | 0.18% | 122 |
|
|
2019
Q4 | $795K | Buy |
14,775
+1,502
| +11% | +$80.8K | 0.29% | 83 |
|
|
2019
Q3 | $643K | Sell |
13,273
-701
| -5% | -$34K | 0.28% | 92 |
|
|
2019
Q2 | $666K | Buy |
13,974
+352
| +3% | +$16.8K | 0.29% | 94 |
|
|
2019
Q1 | $658K | Buy |
13,622
+453
| +3% | +$21.9K | 0.37% | 82 |
|
|
2018
Q4 | $607K | Sell |
13,169
-704
| -5% | -$32.5K | 0.42% | 73 |
|
|
2018
Q3 | $729K | Buy |
13,873
+4,119
| +42% | +$216K | 0.47% | 61 |
|
|
2018
Q2 | $541K | Buy |
9,754
+602
| +7% | +$33.4K | 0.42% | 67 |
|
|
2018
Q1 | $480K | Sell |
9,152
-5,412
| -37% | -$284K | 0.41% | 64 |
|
|
2017
Q4 | $884K | Buy |
+14,564
| New | +$884K | 0.76% | 27 |
|