Bank Hapoalim BM’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,115
| Closed | -$252K | – | 152 |
|
|
2023
Q4 | $252K | Sell |
5,115
-2,545
| -33% | -$125K | 0.03% | 136 |
|
|
2023
Q3 | $313K | Sell |
7,660
-1,629
| -18% | -$66.6K | 0.05% | 119 |
|
|
2023
Q2 | $396K | Sell |
9,289
-50
| -0.5% | -$2.13K | 0.06% | 135 |
|
|
2023
Q1 | $349K | Sell |
9,339
-10,015
| -52% | -$374K | 0.05% | 143 |
|
|
2022
Q4 | $799K | Sell |
19,354
-3,680
| -16% | -$152K | 0.1% | 114 |
|
|
2022
Q3 | $926K | Buy |
23,034
+123
| +0.5% | +$4.95K | 0.12% | 107 |
|
|
2022
Q2 | $897K | Sell |
22,911
-6,833
| -23% | -$268K | 0.11% | 121 |
|
|
2022
Q1 | $1.44M | Sell |
29,744
-2,434
| -8% | -$118K | 0.15% | 103 |
|
|
2021
Q4 | $1.54M | Sell |
32,178
-3,555
| -10% | -$171K | 0.16% | 106 |
|
|
2021
Q3 | $1.66M | Sell |
35,733
-765
| -2% | -$35.5K | 0.17% | 96 |
|
|
2021
Q2 | $1.65M | Sell |
36,498
-22,638
| -38% | -$1.03M | 0.19% | 96 |
|
|
2021
Q1 | $2.31M | Buy |
59,136
+37,077
| +168% | +$1.45M | 0.29% | 75 |
|
|
2020
Q4 | $666K | Buy |
+22,059
| New | +$666K | 0.09% | 125 |
|