Hamilton Capital’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 |
-4,225
| Closed | -$208K | – | 154 |
|
|
2023
Q4 | $208K | Sell |
4,225
-4,120
| -49% | -$203K | 0.02% | 125 |
|
|
2023
Q3 | $341K | Buy |
8,345
+37
| +0.4% | +$1.51K | 0.03% | 72 |
|
|
2023
Q2 | $355K | Sell |
8,308
-30
| -0.4% | -$1.28K | 0.02% | 69 |
|
|
2023
Q1 | $312K | Buy |
8,338
+3,251
| +64% | +$122K | 0.02% | 81 |
|
|
2022
Q4 | $210K | Buy |
+5,087
| New | +$210K | 0.01% | 133 |
|