Capital Growth 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
Q3 | $12.1M | Hold |
300,000
| – | – | 1.59% | 26 |
|
|
2022
Q2 | $11.8M | Hold |
300,000
| – | – | 1.4% | 20 |
|
|
2022
Q1 | $14.5M | Buy |
300,000
+100,000
| +50% | +$4.85M | 1.34% | 36 |
|
|
2021
Q4 | $9.6M | Buy |
+200,000
| New | +$9.6M | 0.88% | 43 |
|
|
2015
Q4 | – | Sell |
-25,000
| Closed | -$1.28M | – | 74 |
|
|
2015
Q3 | $1.28M | Sell |
25,000
-35,000
| -58% | -$1.8M | 0.04% | 53 |
|
|
2015
Q2 | $3.37M | Buy |
+60,000
| New | +$3.37M | 0.1% | 56 |
|
|
2014
Q2 | – | Sell |
-290,000
| Closed | -$14.4M | – | 87 |
|
|
2014
Q1 | $14.4M | Buy |
+290,000
| New | +$14.4M | 0.39% | 50 |
|