Latitude Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,148
| Closed | -$230K | – | 196 |
|
|
2023
Q1 | $230K | Sell |
6,148
-1,583
| -20% | -$59.2K | 0.17% | 144 |
|
|
2022
Q4 | $319K | Sell |
7,731
-1,084
| -12% | -$44.8K | 0.24% | 100 |
|
|
2022
Q3 | $355K | Sell |
8,815
-997
| -10% | -$40.2K | 0.29% | 86 |
|
|
2022
Q2 | $384K | Sell |
9,812
-19,046
| -66% | -$745K | 0.35% | 82 |
|
|
2022
Q1 | $1.4M | Buy |
28,858
+13,985
| +94% | +$677K | 0.31% | 72 |
|
|
2021
Q4 | $714K | Sell |
14,873
-1,184
| -7% | -$56.8K | 0.2% | 110 |
|
|
2021
Q3 | $745K | Buy |
16,057
+8,211
| +105% | +$381K | 0.24% | 84 |
|
|
2021
Q2 | $355K | Sell |
7,846
-213
| -3% | -$9.64K | 0.26% | 93 |
|
|
2021
Q1 | $315K | Sell |
8,059
-8,338
| -51% | -$326K | 0.26% | 98 |
|
|
2020
Q4 | $495K | Buy |
+16,397
| New | +$495K | 0.44% | 55 |
|