Marathon 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
2021
Q4
Sell
-4,634
Closed -$216K 223
2021
Q3
$216K Buy
+4,634
New +$216K 0.05% 205
2016
Q4
Sell
-6,305
Closed -$279K 97
2016
Q3
$279K Hold
6,305
0.14% 60
2016
Q2
$298K Buy
+6,305
New +$298K 0.15% 52