55I LLC’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.69M | Buy |
66,758
+55,809
| +510% | +$2.24M | 0.08% | 161 |
|
|
2022
Q2 | $429K | Buy |
10,949
+4,526
| +70% | +$177K | 0.01% | 378 |
|
|
2022
Q1 | $312K | Sell |
6,423
-110
| -2% | -$5.34K | 0.01% | 425 |
|
|
2021
Q4 | $314K | Buy |
6,533
+1,621
| +33% | +$77.9K | 0.01% | 411 |
|
|
2021
Q3 | $228K | Buy |
4,912
+33
| +0.7% | +$1.53K | 0.01% | 444 |
|
|
2021
Q2 | $221K | Buy |
+4,879
| New | +$221K | 0.01% | 374 |
|
|
2020
Q4 | – | Sell |
-121,997
| Closed | -$2.87M | – | 295 |
|
|
2020
Q3 | $2.87M | Buy |
+121,997
| New | +$2.87M | 0.26% | 76 |
|
|
2020
Q1 | – | Sell |
-5,506
| Closed | -$296K | – | 193 |
|
|
2019
Q4 | $296K | Sell |
5,506
-166
| -3% | -$8.92K | 0.13% | 114 |
|
|
2019
Q3 | $286K | Hold |
5,672
| – | – | 0.14% | 101 |
|
|
2019
Q2 | $268K | Buy |
+5,672
| New | +$268K | 0.15% | 95 |
|