AS
Altshuler Shaham’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138M | Buy |
+1,723,000
| New | +$138M | 4.38% | 9 |
|
|
2023
Q4 | – | Sell |
-3,276,652
| Closed | -$134M | – | 312 |
|
|
2023
Q3 | $134M | Buy |
3,276,652
+67,907
| +2% | +$2.77M | 3.63% | 10 |
|
|
2023
Q2 | $137M | Sell |
3,208,745
-4,314,388
| -57% | -$184M | 2.41% | 14 |
|
|
2023
Q1 | $281M | Buy |
7,523,133
+1,312,990
| +21% | +$49.1M | 6.15% | 8 |
|
|
2022
Q4 | $256M | Buy |
6,210,143
+4,148,680
| +201% | +$171M | 10.26% | 5 |
|
|
2022
Q3 | $83.5M | Sell |
2,061,463
-8,500,684
| -80% | -$344M | 2.05% | 11 |
|
|
2022
Q2 | $414M | Buy |
10,562,147
+10,487,147
| +13,983% | +$411M | 6.19% | 5 |
|
|
2022
Q1 | $3.64M | Sell |
75,000
-4,881,089
| -98% | -$237M | 0.03% | 85 |
|
|
2021
Q4 | $238M | Sell |
4,956,089
-601,325
| -11% | -$28.9M | 2.03% | 6 |
|
|
2021
Q3 | $309M | Buy |
5,557,414
+5,556,662
| +738,918% | +$309M | 2.26% | 19 |
|
|
2021
Q2 | $34K | Buy |
+752
| New | +$34K | ﹤0.01% | 508 |
|
|
2020
Q2 | – | Sell |
-6
| Closed | – | – | 583 |
|
|
2020
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 625 |
|
|
2019
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 635 |
|
|
2019
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 574 |
|