Allred Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,467
| Closed | -$135K | – | 766 |
|
|
2021
Q1 | $135K | Buy |
+3,467
| New | +$135K | 0.06% | 220 |
|
|
2020
Q1 | – | Sell |
-10,539
| Closed | -$567K | – | 720 |
|
|
2019
Q4 | $567K | Sell |
10,539
-1,381
| -12% | -$74.3K | 0.31% | 76 |
|
|
2019
Q3 | $584K | Sell |
11,920
-2,426
| -17% | -$119K | 0.36% | 76 |
|
|
2019
Q2 | $677K | Sell |
14,346
-2,331
| -14% | -$110K | 0.39% | 74 |
|
|
2019
Q1 | $804K | Sell |
16,677
-922
| -5% | -$44.5K | 0.46% | 66 |
|
|
2018
Q4 | $810K | Buy |
+17,599
| New | +$810K | 0.54% | 53 |
|