Asset Management Corp’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 |
-4,212
| Closed | -$204K | – | 164 |
|
|
2022
Q1 | $204K | Sell |
4,212
-182
| -4% | -$8.82K | 0.1% | 152 |
|
|
2021
Q4 | $211K | Sell |
4,394
-843
| -16% | -$40.5K | 0.1% | 151 |
|
|
2021
Q3 | $243K | Buy |
5,237
+65
| +1% | +$3.02K | 0.12% | 137 |
|
|
2021
Q2 | $234K | Sell |
5,172
-402
| -7% | -$18.2K | 0.13% | 137 |
|
|
2021
Q1 | $218 | Sell |
5,574
-6,745
| -55% | -$264 | 0.09% | 150 |
|
|
2020
Q4 | $395K | Buy |
+12,319
| New | +$395K | 0.22% | 95 |
|
|
2020
Q1 | – | Sell |
-5,369
| Closed | -$289K | – | 137 |
|
|
2019
Q4 | $289K | Buy |
+5,369
| New | +$289K | 0.2% | 101 |
|