McDaniel Terry & Co’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,700
| Closed | -$852K | – | 105 |
|
|
2024
Q1 | $852K | Buy |
14,700
+292
| +2% | +$16.9K | 0.08% | 56 |
|
|
2023
Q4 | $709K | Sell |
14,408
-400
| -3% | -$19.7K | 0.07% | 58 |
|
|
2023
Q3 | $605K | Hold |
14,808
| – | – | 0.06% | 59 |
|
|
2023
Q2 | $632K | Hold |
14,808
| – | – | 0.06% | 55 |
|
|
2023
Q1 | $554K | Buy |
+14,808
| New | +$554K | 0.06% | 56 |
|
|
2022
Q4 | – | Sell |
-5,396
| Closed | -$217K | – | 96 |
|
|
2022
Q3 | $217K | Sell |
5,396
-294
| -5% | -$11.8K | 0.03% | 86 |
|
|
2022
Q2 | $223K | Hold |
5,690
| – | – | 0.03% | 87 |
|
|
2022
Q1 | $276K | Buy |
+5,690
| New | +$276K | 0.03% | 81 |
|