InterOcean Capital Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.92M | Sell |
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|
2023
Q4 | $2.64M | Sell |
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|
2023
Q3 | $2.62M | Buy |
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|
2023
Q2 | $2.74M | Sell |
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|
2023
Q1 | $2.48M | Buy |
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|
2022
Q4 | $1.48M | Sell |
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|
2022
Q3 | $1.65M | Buy |
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|
2022
Q2 | $1.46M | Buy |
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|
2022
Q1 | $996K | Buy |
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|
2021
Q4 | $901K | Sell |
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|
2021
Q3 | $923K | Hold |
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|
2021
Q2 | $901K | Sell |
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|
2021
Q1 | $832K | Sell |
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|
2020
Q4 | $724K | Buy |
|