Aristotle Pacific Capital’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-56,452
| Closed | -$2.71M | – | 13 |
|
|
2022
Q1 | $2.71M | Hold |
56,452
| – | – | 2.37% | 7 |
|
|
2021
Q4 | $2.71M | Buy |
56,452
+15,764
| +39% | +$756K | 1.93% | 14 |
|
|
2021
Q3 | $1.89M | Hold |
40,688
| – | – | 1.66% | 12 |
|
|
2021
Q2 | $1.84M | Hold |
40,688
| – | – | 1.72% | 14 |
|
|
2021
Q1 | $1.59M | Hold |
40,688
| – | – | 1.03% | 18 |
|
|
2020
Q4 | $1.23M | Buy |
+40,688
| New | +$1.23M | 0.8% | 20 |
|