InterOcean Capital Group’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 | $2.92M | Sell |
50,299
-3,249
| -6% | -$188K | 0.07% | 130 |
|
|
2023
Q4 | $2.64M | Sell |
53,548
-10,643
| -17% | -$524K | 0.07% | 138 |
|
|
2023
Q3 | $2.62M | Buy |
64,191
+34
| +0.1% | +$1.39K | 0.08% | 121 |
|
|
2023
Q2 | $2.74M | Sell |
64,157
-2,204
| -3% | -$94.1K | 0.09% | 114 |
|
|
2023
Q1 | $2.48M | Buy |
66,361
+30,409
| +85% | +$1.14M | 0.08% | 118 |
|
|
2022
Q4 | $1.48M | Sell |
35,952
-4,963
| -12% | -$205K | 0.05% | 145 |
|
|
2022
Q3 | $1.65M | Buy |
40,915
+3,714
| +10% | +$149K | 0.07% | 124 |
|
|
2022
Q2 | $1.46M | Buy |
37,201
+16,657
| +81% | +$652K | 0.06% | 132 |
|
|
2022
Q1 | $996K | Buy |
20,544
+1,759
| +9% | +$85.3K | 0.04% | 121 |
|
|
2021
Q4 | $901K | Sell |
18,785
-1,100
| -6% | -$52.8K | 0.04% | 126 |
|
|
2021
Q3 | $923K | Hold |
19,885
| – | – | 0.05% | 121 |
|
|
2021
Q2 | $901K | Sell |
19,885
-1,418
| -7% | -$64.3K | 0.05% | 125 |
|
|
2021
Q1 | $832K | Sell |
21,303
-2,682
| -11% | -$105K | 0.05% | 120 |
|
|
2020
Q4 | $724K | Buy |
+23,985
| New | +$724K | 0.04% | 110 |
|