Winning Points Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $368K | Buy |
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|
2024
Q1 | $463K | Hold |
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|
2023
Q4 | $463K | Buy |
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|
2023
Q3 | $368K | Sell |
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|
2023
Q2 | $463K | Sell |
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|
2023
Q1 | $1.98M | Hold |
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|
2022
Q4 | $2.19M | Sell |
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|
2022
Q3 | $2.36M | Hold |
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|
2022
Q2 | $2.27M | Buy |
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|
2022
Q1 | $2.77M | Buy |
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|
2021
Q4 | $2.15M | Sell |
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|
2021
Q3 | $2.66M | Buy |
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|
2021
Q2 | $2.57M | Sell |
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|
2021
Q1 | $2.25M | Sell |
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|
2020
Q4 | $1.74M | Buy |
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|
2020
Q3 | $1.34M | Buy |
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|
2020
Q2 | $1.44M | Buy |
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|
2020
Q1 | $1.49M | Buy |
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|
2019
Q4 | $2.74M | Buy |
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|
2019
Q3 | $2.56M | Buy |
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|
2019
Q2 | $2.15M | Buy |
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|
2019
Q1 | $1.59M | Sell |
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|
2018
Q4 | $1.56M | Buy |
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|
2018
Q3 | $1.73M | Buy |
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|
2018
Q2 | $1.79M | Hold |
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|
2018
Q1 | $1.65M | Buy |
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|
2017
Q4 | $1.88M | Buy |
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|
2017
Q3 | $1.15M | Buy |
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|
2017
Q2 | $1.05M | Sell |
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|
2017
Q1 | $1.09M | Buy |
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|
2016
Q4 | $218K | Buy |
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