Axiom Investment Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,692
| Closed | -$111K | – | 442 |
|
|
2022
Q3 | $111K | Buy |
+2,692
| New | +$111K | 0.22% | 89 |
|
|
2021
Q2 | – | Sell |
-2,259
| Closed | -$88K | – | 204 |
|
|
2021
Q1 | $88K | Buy |
+2,259
| New | +$88K | 0.07% | 144 |
|
|
2020
Q2 | – | Sell |
-15,662
| Closed | -$449K | – | 143 |
|
|
2020
Q1 | $449K | Buy |
+15,662
| New | +$449K | 0.79% | 36 |
|
|
2019
Q4 | – | Sell |
-12,453
| Closed | -$627K | – | 218 |
|
|
2019
Q3 | $627K | Sell |
12,453
-81,797
| -87% | -$4.12M | 0.48% | 60 |
|
|
2019
Q2 | $4.46M | Sell |
94,250
-9,428
| -9% | -$446K | 0.8% | 28 |
|
|
2019
Q1 | $5.02M | Sell |
103,678
-478
| -0.5% | -$23.1K | 0.95% | 21 |
|
|
2018
Q4 | $4.8M | Buy |
+104,156
| New | +$4.8M | 1.01% | 21 |
|