Cercano Management’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
-23,474
Closed -$1.16M 120
2023
Q4
$1.16M Hold
23,474
0.04% 78
2023
Q3
$959K Hold
23,474
0.03% 90
2023
Q2
$1M Buy
+23,474
New +$1M 0.03% 88