Aquatic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-536,767
| Closed | -$30.3M | – | 1647 |
|
|
2024
Q3 | $30.3M | Sell |
536,767
-109,833
| -17% | -$6.2M | 0.79% | 21 |
|
|
2024
Q2 | $38.4M | Buy |
+646,600
| New | +$38.4M | 1.42% | 8 |
|
|
2023
Q4 | – | Sell |
-185,900
| Closed | -$7.6M | – | 1667 |
|
|
2023
Q3 | $7.6M | Buy |
+185,900
| New | +$7.6M | 0.32% | 84 |
|
|
2023
Q2 | – | Sell |
-177,000
| Closed | -$6.62M | – | 1779 |
|
|
2023
Q1 | $6.62M | Buy |
177,000
+121,700
| +220% | +$4.55M | 0.41% | 62 |
|
|
2022
Q4 | $2.28M | Buy |
+55,300
| New | +$2.28M | 0.17% | 145 |
|