Kemnay Advisory Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-21,178
| Closed | -$1.02M | – | 146 |
|
2019
Q1 | $1.02M | Buy |
+21,178
| New | +$1.02M | 0.22% | 99 |
|
2014
Q4 | – | Sell |
-51,036
| Closed | -$2.65M | – | 48 |
|
2014
Q3 | $2.65M | Buy |
51,036
+613
| +1% | +$31.8K | 1.53% | 24 |
|
2014
Q2 | $2.65M | Buy |
50,423
+26,043
| +107% | +$1.37M | 0.96% | 29 |
|
2014
Q1 | $1.21M | Buy |
+24,380
| New | +$1.21M | 0.61% | 29 |
|