Fourthstone LLC’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 |
-26,100
| Closed | -$1.07M | – | 101 |
|
|
2023
Q3 | $1.07M | Buy |
+26,100
| New | +$1.07M | 0.24% | 71 |
|
|
2023
Q1 | – | Sell |
-20,110
| Closed | -$830K | – | 46 |
|
|
2022
Q4 | $830K | Buy |
+20,110
| New | +$830K | 0.22% | 41 |
|
|
2020
Q3 | – | Sell |
-89,100
| Closed | -$2.28M | – | 58 |
|
|
2020
Q2 | $2.28M | Buy |
89,100
+38,600
| +76% | +$988K | 1.91% | 18 |
|
|
2020
Q1 | $1.45M | Buy |
+50,500
| New | +$1.45M | 1.32% | 22 |
|