Wintrust Investments’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $25K | Sell |
358
-449
| -56% | -$31.4K | 0.02% | 358 |
|
|
2024
Q3 | $45K | Sell |
807
-11,408
| -93% | -$636K | 0.03% | 336 |
|
|
2024
Q2 | $725K | Sell |
12,215
-65
| -0.5% | -$3.86K | 0.06% | 239 |
|
|
2024
Q1 | $712K | Sell |
12,280
-151
| -1% | -$8.76K | 0.06% | 236 |
|
|
2023
Q4 | $612K | Sell |
12,431
-379
| -3% | -$18.7K | 0.06% | 242 |
|
|
2023
Q3 | $523K | Buy |
12,810
+68
| +0.5% | +$2.78K | 0.05% | 253 |
|
|
2023
Q2 | $544K | Buy |
12,742
+166
| +1% | +$7.09K | 0.05% | 260 |
|
|
2023
Q1 | $470K | Buy |
+12,576
| New | +$470K | 0.06% | 215 |
|
|
2022
Q4 | – | Sell |
-12,908
| Closed | -$519K | – | 416 |
|
|
2022
Q3 | $519K | Sell |
12,908
-529
| -4% | -$21.3K | 0.07% | 222 |
|
|
2022
Q2 | $526K | Sell |
13,437
-7,452
| -36% | -$292K | 0.06% | 222 |
|
|
2022
Q1 | $1.01M | Buy |
20,889
+790
| +4% | +$38.1K | 0.1% | 163 |
|
|
2021
Q4 | $961K | Buy |
20,099
+6,672
| +50% | +$319K | 0.09% | 174 |
|
|
2021
Q3 | $623K | Buy |
13,427
+7,882
| +142% | +$366K | 0.08% | 160 |
|
|
2021
Q2 | $251K | Buy |
+5,545
| New | +$251K | 0.03% | 374 |
|
|
2020
Q1 | – | Sell |
-6,765
| Closed | -$364K | – | 370 |
|
|
2019
Q4 | $364K | Buy |
6,765
+1,383
| +26% | +$74.4K | 0.05% | 260 |
|
|
2019
Q3 | $271K | Buy |
5,382
+1,068
| +25% | +$53.8K | 0.04% | 304 |
|
|
2019
Q2 | $204K | Hold |
4,314
| – | – | 0.03% | 351 |
|
|
2019
Q1 | $208K | Sell |
4,314
-300
| -7% | -$14.5K | 0.03% | 328 |
|
|
2018
Q4 | $213K | Sell |
4,614
-781
| -14% | -$36.1K | 0.04% | 305 |
|
|
2018
Q3 | $284K | Sell |
5,395
-3,674
| -41% | -$193K | 0.05% | 292 |
|
|
2018
Q2 | $503K | Sell |
9,069
-770
| -8% | -$42.7K | 0.09% | 208 |
|
|
2018
Q1 | $516K | Sell |
9,839
-14,138
| -59% | -$741K | 0.13% | 141 |
|
|
2017
Q4 | $1.46M | Sell |
23,977
-863
| -3% | -$52.4K | 0.34% | 56 |
|
|
2017
Q3 | $1.37M | Sell |
24,840
-3,676
| -13% | -$203K | 0.35% | 60 |
|
|
2017
Q2 | $1.58M | Buy |
28,516
+1,316
| +5% | +$72.9K | 0.42% | 45 |
|
|
2017
Q1 | $1.51M | Buy |
27,200
+17,246
| +173% | +$960K | 0.43% | 47 |
|
|
2016
Q4 | $549K | Sell |
9,954
-245
| -2% | -$13.5K | 0.23% | 89 |
|
|
2016
Q3 | $452K | Sell |
10,199
-2,940
| -22% | -$130K | 0.21% | 97 |
|
|
2016
Q2 | $22K | Buy |
+13,139
| New | +$22K | 0.04% | 141 |
|