Banyan Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-98,661
| Closed | -$4.47M | – | 20 |
|
|
2021
Q2 | $4.47M | Hold |
98,661
| – | – | 2.78% | 15 |
|
|
2021
Q1 | $3.86M | Sell |
98,661
-1,541
| -2% | -$60.2K | 2.55% | 15 |
|
|
2020
Q4 | $3.02M | Sell |
100,202
-44,849
| -31% | -$1.35M | 2.18% | 15 |
|
|
2020
Q3 | $3.41M | Sell |
145,051
-3,686
| -2% | -$86.7K | 2.84% | 14 |
|
|
2020
Q2 | $3.81M | Buy |
148,737
+1,389
| +0.9% | +$35.6K | 3.51% | 14 |
|
|
2020
Q1 | $4.23M | Buy |
147,348
+1,801
| +1% | +$51.7K | 4.49% | 14 |
|
|
2019
Q4 | $7.83M | Sell |
145,547
-401
| -0.3% | -$21.6K | 6.83% | 8 |
|
|
2019
Q3 | $7.63M | Buy |
145,948
+7,741
| +6% | +$405K | 7.23% | 8 |
|
|
2019
Q2 | $6.54M | Buy |
138,207
+4,881
| +4% | +$231K | 6.14% | 9 |
|
|
2019
Q1 | $6.44M | Buy |
133,326
+3,841
| +3% | +$186K | 6.57% | 8 |
|
|
2018
Q4 | $5.97M | Buy |
+129,485
| New | +$5.97M | 6.67% | 6 |
|