Benson Investment Management Company’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
-90,109
Closed -$4.44M 57
2023
Q4
$4.44M Buy
90,109
+546
+0.6% +$26.9K 2.27% 23
2023
Q3
$3.66M Buy
+89,563
New +$3.66M 2.05% 32