55I LLC’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.69M | Buy |
|
|||||
|
2022
Q2 | $429K | Buy |
|
|||||
|
2022
Q1 | $312K | Sell |
|
|||||
|
2021
Q4 | $314K | Buy |
|
|||||
|
2021
Q3 | $228K | Buy |
|
|||||
|
2021
Q2 | $221K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $2.87M | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $296K | Sell |
|
|||||
|
2019
Q3 | $286K | Hold |
|
|||||
|
2019
Q2 | $268K | Buy |
|