HST Ventures’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $29.7M | Buy |
525,157
+317,230
| +153% | +$17.9M | 8.11% | 1 |
|
|
2024
Q2 | $12.3M | Buy |
+207,927
| New | +$12.3M | 5.58% | 4 |
|
|
2023
Q2 | – | Sell |
-459,188
| Closed | -$17.2M | – | 54 |
|
|
2023
Q1 | $17.2M | Buy |
+459,188
| New | +$17.2M | 8.76% | 2 |
|
|
2022
Q4 | – | Sell |
-66,483
| Closed | -$2.67M | – | 47 |
|
|
2022
Q3 | $2.67M | Buy |
+66,483
| New | +$2.67M | 1.8% | 16 |
|