YWP
YorkBridge Wealth Partners’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $450K | Sell |
10,905
-6,907
| -39% | -$285K | 0.11% | 137 |
|
|
2022
Q3 | $716K | Sell |
17,812
-955
| -5% | -$38.4K | 0.18% | 102 |
|
|
2022
Q2 | $735K | Buy |
18,767
+79
| +0.4% | +$3.09K | 0.19% | 99 |
|
|
2022
Q1 | $906K | Buy |
18,688
+2,751
| +17% | +$133K | 0.2% | 90 |
|
|
2021
Q4 | $765K | Buy |
15,937
+4,284
| +37% | +$206K | 0.17% | 99 |
|
|
2021
Q3 | $541K | Sell |
11,653
-4
| -0% | -$186 | 0.14% | 119 |
|
|
2021
Q2 | $528K | Buy |
11,657
+533
| +5% | +$24.1K | 0.14% | 120 |
|
|
2021
Q1 | $435K | Buy |
11,124
+934
| +9% | +$36.5K | 0.13% | 133 |
|
|
2020
Q4 | $308K | Sell |
10,190
-1,309
| -11% | -$39.6K | 0.1% | 146 |
|
|
2020
Q3 | $270K | Sell |
11,499
-4,378
| -28% | -$103K | 0.11% | 148 |
|
|
2020
Q2 | $406K | Sell |
15,877
-13,087
| -45% | -$335K | 0.19% | 103 |
|
|
2020
Q1 | $831K | Buy |
28,964
+99
| +0.3% | +$2.84K | 0.51% | 61 |
|
|
2019
Q4 | $1.55M | Sell |
28,865
-2,028
| -7% | -$109K | 0.71% | 42 |
|
|
2019
Q3 | $1.56M | Buy |
30,893
+1,239
| +4% | +$62.5K | 0.79% | 42 |
|
|
2019
Q2 | $1.4M | Sell |
29,654
-63
| -0.2% | -$2.98K | 0.62% | 45 |
|
|
2019
Q1 | $1.44M | Sell |
29,717
-756
| -2% | -$36.5K | 0.66% | 43 |
|
|
2018
Q4 | $1.4M | Sell |
30,473
-58
| -0.2% | -$2.67K | 0.74% | 40 |
|
|
2018
Q3 | $1.6M | Sell |
30,531
-415
| -1% | -$21.7K | 0.73% | 36 |
|
|
2018
Q2 | $1.72M | Sell |
30,946
-2,000
| -6% | -$111K | 0.75% | 29 |
|
|
2018
Q1 | $1.74M | Sell |
32,946
-1,707
| -5% | -$89.9K | 0.8% | 27 |
|
|
2017
Q4 | $2.02M | Sell |
34,653
-2,766
| -7% | -$161K | 0.97% | 20 |
|
|
2017
Q3 | $2.06M | Buy |
37,419
+1,053
| +3% | +$58.1K | 1.07% | 19 |
|
|
2017
Q2 | $2.03M | Sell |
36,366
-300
| -0.8% | -$16.7K | 1.08% | 19 |
|
|
2017
Q1 | $2M | Buy |
36,666
+850
| +2% | +$46.4K | 1.05% | 19 |
|
|
2016
Q4 | $1.89M | Buy |
+35,816
| New | +$1.89M | 1.11% | 19 |
|