Fosun International’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 |
-9,435
| Closed | -$386K | – | 70 |
|
|
2023
Q3 | $386K | Sell |
9,435
-37,347
| -80% | -$1.53M | 0.06% | 61 |
|
|
2023
Q2 | $2M | Hold |
46,782
| – | – | 0.28% | 31 |
|
|
2023
Q1 | $1.75M | Buy |
46,782
+11,647
| +33% | +$435K | 0.16% | 35 |
|
|
2022
Q4 | $1.45M | Hold |
35,135
| – | – | 0.12% | 42 |
|
|
2022
Q3 | $1.41M | Buy |
35,135
+13,235
| +60% | +$533K | 0.15% | 47 |
|
|
2022
Q2 | $858K | Buy |
+21,900
| New | +$858K | 0.12% | 55 |
|
|
2020
Q4 | – | Sell |
-18,000
| Closed | -$419K | – | 212 |
|
|
2020
Q3 | $419K | Buy |
18,000
+10,000
| +125% | +$233K | 0.04% | 133 |
|
|
2020
Q2 | $206K | Hold |
8,000
| – | – | 0.02% | 199 |
|
|
2020
Q1 | $239K | Sell |
8,000
-5,790
| -42% | -$173K | 0.02% | 161 |
|
|
2019
Q4 | $744K | Sell |
13,790
-1,005
| -7% | -$54.2K | 0.06% | 134 |
|
|
2019
Q3 | $750K | Buy |
14,795
+10,000
| +209% | +$507K | 0.08% | 130 |
|
|
2019
Q2 | $222K | Hold |
4,795
| – | – | 0.01% | 278 |
|
|
2019
Q1 | $235K | Hold |
4,795
| – | – | 0.01% | 277 |
|
|
2018
Q4 | $218K | Buy |
+4,795
| New | +$218K | 0.01% | 278 |
|