Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Buy |
4,800
+300
| +7% | +$24K | 0.2% | 82 |
|
|
2025
Q1 | $323K | Sell |
4,500
-3,337
| -43% | -$240K | 0.21% | 82 |
|
|
2024
Q4 | $550K | Sell |
7,837
-1,200
| -13% | -$84.3K | 0.32% | 76 |
|
|
2024
Q3 | $511K | Buy |
9,037
+200
| +2% | +$11.3K | 0.32% | 72 |
|
|
2024
Q2 | $525K | Sell |
8,837
-700
| -7% | -$41.6K | 0.34% | 71 |
|
|
2024
Q1 | $553K | Buy |
9,537
+3,037
| +47% | +$176K | 0.38% | 70 |
|
|
2023
Q4 | $320K | Hold |
6,500
| – | – | 0.27% | 78 |
|
|
2023
Q3 | $320K | Sell |
6,500
-300
| -4% | -$14.8K | 0.27% | 78 |
|
|
2023
Q2 | $290K | Buy |
6,800
+1,300
| +24% | +$55.5K | 0.25% | 87 |
|
|
2023
Q1 | $206K | Buy |
+5,500
| New | +$206K | 0.21% | 90 |
|