Corundum Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-13,520
| Closed | -$655K | – | 101 |
|
|
2022
Q1 | $655K | Buy |
+13,520
| New | +$655K | 0.61% | 66 |
|
|
2020
Q1 | – | Sell |
-5,123
| Closed | -$276K | – | 72 |
|
|
2019
Q4 | $276K | Buy |
5,123
+204
| +4% | +$11K | 0.29% | 51 |
|
|
2019
Q3 | $248K | Sell |
4,919
-3
| -0.1% | -$151 | 0.29% | 51 |
|
|
2019
Q2 | $233K | Buy |
4,922
+37
| +0.8% | +$1.75K | 0.27% | 53 |
|
|
2019
Q1 | $236K | Sell |
4,885
-5,496
| -53% | -$266K | 0.27% | 52 |
|
|
2018
Q4 | $478K | Buy |
+10,381
| New | +$478K | 0.44% | 56 |
|
|
2018
Q2 | $226K | Buy |
4,072
+84
| +2% | +$4.66K | 0.28% | 43 |
|
|
2018
Q1 | $209K | Buy |
3,988
+180
| +5% | +$9.43K | 0.23% | 48 |
|
|
2017
Q4 | $231K | Sell |
3,808
-132
| -3% | -$8.01K | 0.25% | 41 |
|
|
2017
Q3 | $217 | Buy |
+3,940
| New | +$217 | 0.23% | 47 |
|