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Foresight Wealth Management, LLC

SEC CIK
0001729735
Latest filing
Feb 13, 2023

WFC holding history

Wells Fargo & Company in every 13F filed by Foresight Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WFC overviewAll 13F holders of WFCFull Q4 2022 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of WFC by Foresight Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−18,664−100.0%Sold outHolders
Q3 202218,664$751.0K0.3%−107−0.6%ReducedHolders
Q2 202218,771$735.0K0.3%00.0%UnchangedHolders
Q1 202218,771$910.0K0.4%+10.0%AddedHolders
Q4 202118,770$901.0K0.3%+10.0%AddedHolders
Q3 202118,769$871.0K0.4%+310+1.7%AddedHolders
Q2 202118,459$836.0K0.4%00.0%UnchangedHolders
Q1 202118,459$721.0K0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.