CFAM
Coury Firm Asset Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-20,000
| Closed | -$804K | – | 50 |
|
|
2022
Q3 | $804K | Hold |
20,000
| – | – | 1.21% | 16 |
|
|
2022
Q2 | $783K | Hold |
20,000
| – | – | 1.04% | 18 |
|
|
2022
Q1 | $969K | Hold |
20,000
| – | – | 0.84% | 20 |
|
|
2021
Q4 | $960K | Buy |
+20,000
| New | +$960K | 0.73% | 22 |
|