Desjardins Global Asset Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $199K | Sell |
4,039
-5,992
| -60% | -$295K | 0.02% | 356 |
|
|
2023
Q3 | $410K | Sell |
10,031
-16,964
| -63% | -$693K | 0.04% | 285 |
|
|
2023
Q2 | $1.15M | Buy |
26,995
+3,846
| +17% | +$164K | 0.13% | 168 |
|
|
2023
Q1 | $865K | Sell |
23,149
-5,265
| -19% | -$197K | 0.11% | 169 |
|
|
2022
Q4 | $1.17M | Sell |
28,414
-27,037
| -49% | -$1.12M | 0.18% | 119 |
|
|
2022
Q3 | $2.23M | Sell |
55,451
-20,487
| -27% | -$824K | 0.28% | 70 |
|
|
2022
Q2 | $2.97M | Sell |
75,938
-44,132
| -37% | -$1.73M | 0.39% | 53 |
|
|
2022
Q1 | $5.82M | Sell |
120,070
-17,992
| -13% | -$872K | 0.51% | 38 |
|
|
2021
Q4 | $6.62M | Buy |
+138,062
| New | +$6.62M | 0.57% | 39 |
|