McCarthy Asset Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $463K | Sell |
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|
2024
Q1 | $552K | Sell |
|
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|
2023
Q4 | $502K | Sell |
|
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|
2023
Q3 | $427K | Buy |
|
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|
2023
Q2 | $446K | Sell |
|
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|
2023
Q1 | $395K | Sell |
|
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|
2022
Q4 | $442K | Sell |
|
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|
2022
Q3 | $439K | Buy |
|
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|
2022
Q2 | $427K | Buy |
|
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|
2022
Q1 | $528K | Sell |
|
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|
2021
Q4 | $532K | Sell |
|
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|
2021
Q3 | $563K | Sell |
|
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|
2021
Q2 | $584K | Sell |
|
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|
2021
Q1 | $554K | Sell |
|
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|
2020
Q4 | $458K | Buy |
|