Echo Street Capital 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 | – | Sell |
-9,661
| Closed | -$395K | – | 421 |
|
|
2023
Q3 | $395K | Buy |
9,661
+4,561
| +89% | +$186K | ﹤0.01% | 317 |
|
|
2023
Q2 | $218K | Buy |
+5,100
| New | +$218K | ﹤0.01% | 430 |
|
|
2023
Q1 | – | Sell |
-14,303
| Closed | -$591K | – | 614 |
|
|
2022
Q4 | $591K | Buy |
+14,303
| New | +$591K | 0.01% | 247 |
|
|
2022
Q3 | – | Sell |
-7,808
| Closed | -$306K | – | 703 |
|
|
2022
Q2 | $306K | Sell |
7,808
-13,701
| -64% | -$537K | ﹤0.01% | 422 |
|
|
2022
Q1 | $1.04M | Buy |
21,509
+12,359
| +135% | +$599K | 0.01% | 218 |
|
|
2021
Q4 | $439K | Sell |
9,150
-9,326
| -50% | -$447K | ﹤0.01% | 443 |
|
|
2021
Q3 | $857K | Buy |
+18,476
| New | +$857K | 0.01% | 278 |
|
|
2021
Q2 | – | Sell |
-11,781
| Closed | -$460K | – | 710 |
|
|
2021
Q1 | $460K | Buy |
+11,781
| New | +$460K | ﹤0.01% | 317 |
|
|
2020
Q3 | – | Sell |
-42,532
| Closed | -$1.09M | – | 370 |
|
|
2020
Q2 | $1.09M | Buy |
+42,532
| New | +$1.09M | 0.01% | 251 |
|
|
2014
Q1 | – | Sell |
-211,317
| Closed | -$9.59M | – | 138 |
|
|
2013
Q4 | $9.59M | Hold |
211,317
| – | – | 0.94% | 36 |
|
|
2013
Q3 | $8.73M | Sell |
211,317
-82,000
| -28% | -$3.39M | 1.11% | 33 |
|
|
2013
Q2 | $12.1M | Buy |
+293,317
| New | +$12.1M | 1.84% | 23 |
|