Auto-Owners Insurance’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 |
-635,018
| Closed | -$35.9M | – | 120 |
|
|
2024
Q3 | $35.9M | Hold |
635,018
| – | – | 0.88% | 27 |
|
|
2024
Q2 | $37.7M | Hold |
635,018
| – | – | 1% | 23 |
|
|
2024
Q1 | $36.8M | Hold |
635,018
| – | – | 0.97% | 24 |
|
|
2023
Q4 | $31.3M | Hold |
635,018
| – | – | 0.95% | 26 |
|
|
2023
Q3 | $25.9M | Hold |
635,018
| – | – | 0.87% | 29 |
|
|
2023
Q2 | $27.1M | Hold |
635,018
| – | – | 0.88% | 28 |
|
|
2023
Q1 | $23.7M | Hold |
635,018
| – | – | 0.82% | 32 |
|
|
2022
Q4 | $26.2M | Buy |
+635,018
| New | +$26.2M | 0.96% | 27 |
|