Adalta Capital Management’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
Q2 | – | Sell |
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|
2022
Q1 | $339K | Hold |
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|
2021
Q4 | $336K | Hold |
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|
2021
Q3 | $325K | Hold |
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|
2021
Q2 | $317K | Sell |
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|
2021
Q1 | $285K | Buy |
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|
2020
Q4 | $211K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $201K | Hold |
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|
2019
Q4 | $377K | Hold |
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|
2019
Q3 | $353K | Sell |
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|
2019
Q2 | $1.77M | Buy |
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|
2019
Q1 | $1.5M | Hold |
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|
2018
Q4 | $1.43M | Buy |
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|
2018
Q3 | $1.59M | Buy |
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|
2018
Q2 | $1.1M | Buy |
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|
2018
Q1 | $939K | Hold |
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|
2017
Q4 | $1.09M | Sell |
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|
2017
Q3 | $993K | Sell |
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|
2017
Q2 | $1M | Hold |
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|
2017
Q1 | $1.01M | Buy |
|