Garner Asset Management Corp’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-440
| Closed | -$21.2K | – | 334 |
|
|
2023
Q4 | $21.2K | Buy |
+440
| New | +$21.2K | 0.01% | 232 |
|
|
2019
Q1 | – | Sell |
-4,458
| Closed | -$205K | – | 146 |
|
|
2018
Q4 | $205K | Hold |
4,458
| – | – | 0.18% | 129 |
|
|
2018
Q3 | $234K | Sell |
4,458
-24
| -0.5% | -$1.26K | 0.18% | 133 |
|
|
2018
Q2 | $248K | Hold |
4,482
| – | – | 0.19% | 130 |
|
|
2018
Q1 | $235K | Sell |
4,482
-300
| -6% | -$15.7K | 0.2% | 130 |
|
|
2017
Q4 | $290K | Hold |
4,782
| – | – | 0.24% | 121 |
|
|
2017
Q3 | $264K | Sell |
4,782
-300
| -6% | -$16.6K | 0.24% | 122 |
|
|
2017
Q2 | $282K | Buy |
+5,082
| New | +$282K | 0.27% | 115 |
|