Bank Pictet & Cie (Asia)’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.01M | Buy |
33,821
+1,221
| +4% | +$72.5K | 0.13% | 30 |
|
|
2024
Q1 | $1.89M | Sell |
32,600
-31,125
| -49% | -$1.8M | 0.15% | 31 |
|
|
2023
Q4 | $3.14M | Buy |
63,725
+6,676
| +12% | +$329K | 0.79% | 20 |
|
|
2023
Q3 | $2.33M | Buy |
57,049
+9,325
| +20% | +$381K | 0.69% | 26 |
|
|
2023
Q2 | $2.04M | Buy |
47,724
+3,874
| +9% | +$165K | 0.6% | 28 |
|
|
2023
Q1 | $1.64M | Sell |
43,850
-4,626
| -10% | -$173K | 0.55% | 30 |
|
|
2022
Q4 | $2M | Buy |
48,476
+5,042
| +12% | +$208K | 0.72% | 28 |
|
|
2022
Q3 | $1.75M | Sell |
43,434
-1,080
| -2% | -$43.4K | 0.69% | 26 |
|
|
2022
Q2 | $1.74M | Sell |
44,514
-5,190
| -10% | -$203K | 0.59% | 27 |
|
|
2022
Q1 | $2.41M | Hold |
49,704
| – | – | 0.65% | 27 |
|
|
2021
Q4 | $2.39M | Buy |
49,704
+7,250
| +17% | +$348K | 0.56% | 27 |
|
|
2021
Q3 | $1.97M | Buy |
42,454
+546
| +1% | +$25.3K | 0.55% | 28 |
|
|
2021
Q2 | $1.9M | Sell |
41,908
-4,007
| -9% | -$181K | 0.53% | 27 |
|
|
2021
Q1 | $1.79M | Buy |
45,915
+3,128
| +7% | +$122K | 0.55% | 25 |
|
|
2020
Q4 | $1.29M | Buy |
42,787
+3,976
| +10% | +$120K | 0.4% | 38 |
|
|
2020
Q3 | $912K | Sell |
38,811
-700
| -2% | -$16.4K | 0.35% | 58 |
|
|
2020
Q2 | $1.01M | Buy |
39,511
+12,362
| +46% | +$316K | 0.44% | 34 |
|
|
2020
Q1 | $779K | Sell |
27,149
-1,946
| -7% | -$55.8K | 0.38% | 49 |
|
|
2019
Q4 | $1.57M | Buy |
29,095
+2,248
| +8% | +$121K | 0.67% | 25 |
|
|
2019
Q3 | $1.35M | Buy |
26,847
+300
| +1% | +$15.1K | 0.61% | 26 |
|
|
2019
Q2 | $1.26M | Buy |
26,547
+6,022
| +29% | +$285K | 0.58% | 27 |
|
|
2019
Q1 | $992K | Buy |
20,525
+2,200
| +12% | +$106K | 0.47% | 30 |
|
|
2018
Q4 | $844K | Sell |
18,325
-3,491
| -16% | -$161K | 0.46% | 35 |
|
|
2018
Q3 | $1.15M | Sell |
21,816
-2,870
| -12% | -$151K | 0.53% | 27 |
|
|
2018
Q2 | $1.37M | Sell |
24,686
-35,395
| -59% | -$1.96M | 0.63% | 28 |
|
|
2018
Q1 | $3.15M | Sell |
60,081
-3,195
| -5% | -$167K | 1.49% | 21 |
|
|
2017
Q4 | $3.84M | Sell |
63,276
-130
| -0.2% | -$7.89K | 1.66% | 17 |
|
|
2017
Q3 | $3.5M | Sell |
63,406
-9,777
| -13% | -$539K | 1.65% | 20 |
|
|
2017
Q2 | $4.06M | Sell |
73,183
-3,300
| -4% | -$183K | 1.93% | 17 |
|
|
2017
Q1 | $4.26M | Sell |
76,483
-4,729
| -6% | -$263K | 1.93% | 18 |
|
|
2016
Q4 | $4.48M | Hold |
81,212
| – | – | 2.29% | 18 |
|
|
2016
Q3 | $3.6M | Sell |
81,212
-5,780
| -7% | -$256K | 2.08% | 20 |
|
|
2016
Q2 | $4.12M | Buy |
86,992
+5,250
| +6% | +$248K | 2.63% | 16 |
|
|
2016
Q1 | $3.95M | Hold |
81,742
| – | – | 2.34% | 18 |
|
|
2015
Q4 | $4.44M | Buy |
81,742
+6,750
| +9% | +$367K | 2.57% | 16 |
|
|
2015
Q3 | $3.85M | Buy |
+74,992
| New | +$3.85M | 2.85% | 15 |
|
|
2015
Q2 | – | Sell |
-70,402
| Closed | -$3.83M | – | 84 |
|
|
2015
Q1 | $3.83M | Sell |
70,402
-2,948
| -4% | -$160K | 2.82% | 14 |
|
|
2014
Q4 | $4.02M | Sell |
73,350
-4,860
| -6% | -$266K | 3.11% | 10 |
|
|
2014
Q3 | $4.06M | Buy |
78,210
+62,080
| +385% | +$3.22M | 2.98% | 13 |
|
|
2014
Q2 | $848K | Sell |
16,130
-72,480
| -82% | -$3.81M | 1.07% | 29 |
|
|
2014
Q1 | $4.41M | Buy |
88,610
+22,280
| +34% | +$1.11M | 2.74% | 15 |
|
|
2013
Q4 | $3.01M | Buy |
+66,330
| New | +$3.01M | 2% | 19 |
|