Investment Management Associates’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-20,967
| Closed | -$866K | – | 44 |
|
|
2022
Q4 | $866K | Sell |
20,967
-525
| -2% | -$21.7K | 0.36% | 32 |
|
|
2022
Q3 | $864K | Sell |
21,492
-147
| -0.7% | -$5.91K | 0.41% | 32 |
|
|
2022
Q2 | $949K | Sell |
21,639
-414
| -2% | -$18.2K | 0.41% | 31 |
|
|
2022
Q1 | $1.07M | Sell |
22,053
-2,311
| -9% | -$112K | 0.48% | 32 |
|
|
2021
Q4 | $1.17M | Sell |
24,364
-822
| -3% | -$39.4K | 0.53% | 33 |
|
|
2021
Q3 | $1.17M | Sell |
25,186
-728
| -3% | -$33.8K | 0.61% | 32 |
|
|
2021
Q2 | $1.17M | Sell |
25,914
-607
| -2% | -$27.5K | 0.61% | 32 |
|
|
2021
Q1 | $1.04M | Sell |
26,521
-434
| -2% | -$17K | 0.61% | 35 |
|
|
2020
Q4 | $814K | Buy |
+26,955
| New | +$814K | 0.61% | 37 |
|