Magnolia Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,500
| Closed | -$320K | – | 131 |
|
|
2023
Q2 | $320K | Hold |
7,500
| – | – | 0.29% | 67 |
|
|
2023
Q1 | $280K | Hold |
7,500
| – | – | 0.26% | 69 |
|
|
2022
Q4 | $310K | Hold |
7,500
| – | – | 0.3% | 65 |
|
|
2022
Q3 | $302K | Hold |
7,500
| – | – | 0.31% | 63 |
|
|
2022
Q2 | $294K | Hold |
7,500
| – | – | 0.29% | 66 |
|
|
2022
Q1 | $363K | Hold |
7,500
| – | – | 0.3% | 59 |
|
|
2021
Q4 | $360K | Hold |
7,500
| – | – | 0.28% | 60 |
|
|
2021
Q3 | $348K | Buy |
+7,500
| New | +$348K | 0.3% | 62 |
|