World Equity Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,344
| Closed | -$657K | – | 328 |
|
|
2024
Q1 | $657K | Buy |
11,344
+328
| +3% | +$19K | 0.14% | 158 |
|
|
2023
Q4 | $542K | Buy |
11,016
+1,934
| +21% | +$95.2K | 0.11% | 184 |
|
|
2023
Q3 | $371K | Buy |
+9,082
| New | +$371K | 0.08% | 238 |
|
|
2023
Q2 | – | Sell |
-49,797
| Closed | -$2.71M | – | 570 |
|
|
2023
Q1 | $2.71M | Buy |
+49,797
| New | +$2.71M | 0.4% | 61 |
|
|
2022
Q2 | – | Sell |
-5,030
| Closed | -$244K | – | 404 |
|
|
2022
Q1 | $244K | Buy |
+5,030
| New | +$244K | 0.05% | 311 |
|