Firestone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,221
| Closed | -$146K | – | 447 |
|
|
2021
Q3 | $146K | Hold |
3,221
| – | – | 0.05% | 141 |
|
|
2021
Q2 | $146K | Buy |
3,221
+2
| +0.1% | +$91 | 0.05% | 138 |
|
|
2021
Q1 | $126K | Sell |
3,219
-477
| -13% | -$18.7K | 0.04% | 146 |
|
|
2020
Q4 | $112K | Buy |
3,696
+1,221
| +49% | +$37K | 0.04% | 143 |
|
|
2020
Q3 | $58K | Sell |
2,475
-40
| -2% | -$937 | 0.03% | 179 |
|
|
2020
Q2 | $64K | Buy |
2,515
+40
| +2% | +$1.02K | 0.03% | 168 |
|
|
2020
Q1 | $71K | Sell |
2,475
-200
| -7% | -$5.74K | 0.04% | 151 |
|
|
2019
Q4 | $144K | Buy |
+2,675
| New | +$144K | 0.06% | 121 |
|