Foresight Global Investors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-21,820
| Closed | -$1.23M | – | 44 |
|
|
2024
Q3 | $1.23M | Hold |
21,820
| – | – | 0.67% | 25 |
|
|
2024
Q2 | $1.3M | Hold |
21,820
| – | – | 0.62% | 29 |
|
|
2024
Q1 | $1.26M | Buy |
21,820
+2,800
| +15% | +$162K | 0.62% | 33 |
|
|
2023
Q4 | $936K | Sell |
19,020
-3,423
| -15% | -$168K | 0.54% | 35 |
|
|
2023
Q3 | $917K | Sell |
22,443
-9,620
| -30% | -$393K | 0.51% | 40 |
|
|
2023
Q2 | $1.37M | Hold |
32,063
| – | – | 0.74% | 26 |
|
|
2023
Q1 | $1.2M | Buy |
+32,063
| New | +$1.2M | 0.86% | 27 |
|