Cowen and Company’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-33,640
| Closed | -$1.39M | – | 631 |
|
|
2022
Q4 | $1.39M | Sell |
33,640
-81,314
| -71% | -$3.36M | 0.15% | 75 |
|
|
2022
Q3 | $1.62M | Buy |
114,954
+81,964
| +248% | +$1.15M | 0.15% | 60 |
|
|
2022
Q2 | $1.29M | Sell |
32,990
-3,793
| -10% | -$149K | 0.12% | 79 |
|
|
2022
Q1 | $1.78M | Buy |
36,783
+8,542
| +30% | +$414K | 0.17% | 71 |
|
|
2021
Q4 | $1.36M | Buy |
28,241
+23,819
| +539% | +$1.14M | 0.12% | 137 |
|
|
2021
Q3 | $205K | Sell |
4,422
-18,444
| -81% | -$855K | 0.01% | 219 |
|
|
2021
Q2 | $1.04M | Sell |
22,866
-3,156
| -12% | -$143K | 0.05% | 115 |
|
|
2021
Q1 | $1.02M | Buy |
+26,022
| New | +$1.02M | 0.07% | 126 |
|
|
2020
Q4 | – | Sell |
-820
| Closed | -$19K | – | 342 |
|
|
2020
Q3 | $19K | Buy |
+820
| New | +$19K | ﹤0.01% | 246 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 430 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 338 |
|