WR Wealth Planners’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 | $86K | Buy |
1,224
+162
| +15% | +$11.4K | 0.03% | 253 |
|
|
2024
Q3 | $60K | Sell |
1,062
-805
| -43% | -$45.5K | 0.02% | 319 |
|
|
2024
Q2 | $111K | Buy |
1,867
+344
| +23% | +$20.4K | 0.03% | 237 |
|
|
2024
Q1 | $88.3K | Buy |
+1,523
| New | +$88.3K | 0.03% | 266 |
|
|
2023
Q4 | – | Sell |
-1,436
| Closed | -$58.7K | – | 860 |
|
|
2023
Q3 | $58.7K | Buy |
1,436
+219
| +18% | +$8.95K | 0.02% | 303 |
|
|
2023
Q2 | $51.9K | Buy |
1,217
+667
| +121% | +$28.5K | 0.02% | 312 |
|
|
2023
Q1 | $20.6K | Buy |
+550
| New | +$20.6K | 0.01% | 425 |
|