WPA
Winning Points Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $368K | Buy |
+9,006
| New | +$368K | 0.62% | 22 |
|
|
2024
Q1 | $463K | Hold |
9,406
| – | – | 0.71% | 22 |
|
|
2023
Q4 | $463K | Buy |
9,406
+400
| +4% | +$19.7K | 0.71% | 22 |
|
|
2023
Q3 | $368K | Sell |
9,006
-400
| -4% | -$16.4K | 0.65% | 22 |
|
|
2023
Q2 | $463K | Sell |
9,406
-43,600
| -82% | -$2.15M | 0.71% | 22 |
|
|
2023
Q1 | $1.98M | Hold |
53,006
| – | – | 2.19% | 11 |
|
|
2022
Q4 | $2.19M | Sell |
53,006
-4,950
| -9% | -$204K | 2.79% | 8 |
|
|
2022
Q3 | $2.36M | Hold |
57,956
| – | – | 2.89% | 7 |
|
|
2022
Q2 | $2.27M | Buy |
57,956
+1,000
| +2% | +$39.2K | 2.49% | 9 |
|
|
2022
Q1 | $2.77M | Buy |
56,956
+11,486
| +25% | +$558K | 2.15% | 12 |
|
|
2021
Q4 | $2.15M | Sell |
45,470
-12,036
| -21% | -$570K | 1.56% | 19 |
|
|
2021
Q3 | $2.66M | Buy |
57,506
+800
| +1% | +$37K | 1.95% | 15 |
|
|
2021
Q2 | $2.57M | Sell |
56,706
-1,050
| -2% | -$47.6K | 1.93% | 16 |
|
|
2021
Q1 | $2.25M | Sell |
57,756
-14
| -0% | -$546 | 1.69% | 18 |
|
|
2020
Q4 | $1.74M | Buy |
57,770
+568
| +1% | +$17.1K | 1.4% | 19 |
|
|
2020
Q3 | $1.34M | Buy |
57,202
+782
| +1% | +$18.3K | 1.14% | 22 |
|
|
2020
Q2 | $1.44M | Buy |
56,420
+4,400
| +8% | +$113K | 1.38% | 24 |
|
|
2020
Q1 | $1.49M | Buy |
52,020
+1,000
| +2% | +$28.6K | 1.45% | 23 |
|
|
2019
Q4 | $2.74M | Buy |
51,020
+600
| +1% | +$32.3K | 1.75% | 18 |
|
|
2019
Q3 | $2.56M | Buy |
50,420
+4,950
| +11% | +$251K | 1.85% | 18 |
|
|
2019
Q2 | $2.15M | Buy |
45,470
+12,420
| +38% | +$588K | 1.56% | 19 |
|
|
2019
Q1 | $1.59M | Sell |
33,050
-200
| -0.6% | -$9.65K | 1.23% | 22 |
|
|
2018
Q4 | $1.56M | Buy |
33,250
+400
| +1% | +$18.8K | 1.34% | 21 |
|
|
2018
Q3 | $1.73M | Buy |
32,850
+600
| +2% | +$31.5K | 1.27% | 21 |
|
|
2018
Q2 | $1.79M | Hold |
32,250
| – | – | 1.43% | 20 |
|
|
2018
Q1 | $1.65M | Buy |
32,250
+1,360
| +4% | +$69.5K | 1.35% | 22 |
|
|
2017
Q4 | $1.88M | Buy |
30,890
+10,050
| +48% | +$611K | 1.53% | 21 |
|
|
2017
Q3 | $1.15M | Buy |
20,840
+1,960
| +10% | +$108K | 0.99% | 29 |
|
|
2017
Q2 | $1.05M | Sell |
18,880
-530
| -3% | -$29.6K | 1.03% | 28 |
|
|
2017
Q1 | $1.09M | Buy |
19,410
+15,449
| +390% | +$867K | 1.06% | 28 |
|
|
2016
Q4 | $218K | Buy |
+3,961
| New | +$218K | 0.24% | 59 |
|