6 Meridian’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.02M | Sell |
42,055
-482
| -1% | -$23.1K | 0.15% | 88 |
|
|
2021
Q3 | $1.97M | Buy |
+42,537
| New | +$1.97M | 0.16% | 87 |
|
|
2020
Q3 | – | Sell |
-137,228
| Closed | -$3.51M | – | 393 |
|
|
2020
Q2 | $3.51M | Sell |
137,228
-236,458
| -63% | -$6.05M | 0.37% | 46 |
|
|
2020
Q1 | $10.7M | Buy |
373,686
+29,765
| +9% | +$854K | 1.13% | 24 |
|
|
2019
Q4 | $18.5M | Buy |
343,921
+3,118
| +0.9% | +$168K | 1.62% | 12 |
|
|
2019
Q3 | $17.2M | Buy |
340,803
+153,468
| +82% | +$7.74M | 1.68% | 11 |
|
|
2019
Q2 | $8.87M | Sell |
187,335
-462
| -0.2% | -$21.9K | 0.89% | 32 |
|
|
2019
Q1 | $9.07M | Buy |
+187,797
| New | +$9.07M | 0.91% | 30 |
|
|
2018
Q3 | – | Sell |
-136,477
| Closed | -$7.57M | – | 519 |
|
|
2018
Q2 | $7.57M | Buy |
136,477
+3,037
| +2% | +$168K | 0.8% | 38 |
|
|
2018
Q1 | $6.99M | Sell |
133,440
-40,713
| -23% | -$2.13M | 0.79% | 40 |
|
|
2017
Q4 | $10.6M | Buy |
+174,153
| New | +$10.6M | 1.22% | 24 |
|