Meitav Investment House’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-53,651
| Closed | -$2.65M | – | 357 |
|
|
2023
Q4 | $2.65M | Sell |
53,651
-1,941
| -3% | -$95.8K | 0.04% | 137 |
|
|
2023
Q3 | $2.27M | Buy |
55,592
+6,393
| +13% | +$261K | 0.04% | 151 |
|
|
2023
Q2 | $2.05M | Sell |
49,199
-313
| -0.6% | -$13K | 0.03% | 174 |
|
|
2023
Q1 | $1.89M | Sell |
49,512
-7,342
| -13% | -$281K | 0.03% | 183 |
|
|
2022
Q4 | $2.34M | Sell |
56,854
-928
| -2% | -$38.3K | 0.04% | 177 |
|
|
2022
Q3 | $2.35M | Sell |
57,782
-1,011
| -2% | -$41.1K | 0.04% | 180 |
|
|
2022
Q2 | $2.32M | Sell |
58,793
-2,000
| -3% | -$78.9K | 0.04% | 180 |
|
|
2022
Q1 | $3M | Buy |
60,793
+2,683
| +5% | +$132K | 0.04% | 189 |
|
|
2021
Q4 | $2.81M | Buy |
58,110
+23,160
| +66% | +$1.12M | 0.05% | 190 |
|
|
2021
Q3 | $1.63M | Sell |
34,950
-1,100
| -3% | -$51.4K | 0.03% | 217 |
|
|
2021
Q2 | $1.62M | Buy |
36,050
+1,250
| +4% | +$56.2K | 0.04% | 194 |
|
|
2021
Q1 | $1.37K | Sell |
34,800
-7,190
| -17% | -$282 | 0.04% | 190 |
|
|
2020
Q4 | $1.25M | Buy |
41,990
+13,485
| +47% | +$403K | 0.05% | 157 |
|
|
2020
Q3 | $666K | Sell |
28,505
-13,000
| -31% | -$304K | 0.03% | 213 |
|
|
2020
Q2 | $1.06M | Buy |
41,505
+31,208
| +303% | +$800K | 0.06% | 156 |
|
|
2020
Q1 | $305K | Buy |
10,297
+2,859
| +38% | +$84.7K | 0.02% | 285 |
|
|
2019
Q4 | $400K | Sell |
7,438
-7,420
| -50% | -$399K | 0.03% | 263 |
|
|
2019
Q3 | $732K | Buy |
14,858
+8,651
| +139% | +$426K | 0.05% | 196 |
|
|
2019
Q2 | $294K | Sell |
6,207
-1,190
| -16% | -$56.4K | 0.02% | 335 |
|
|
2019
Q1 | $357K | Buy |
7,397
+897
| +14% | +$43.3K | 0.02% | 288 |
|
|
2018
Q4 | $298K | Sell |
6,500
-280
| -4% | -$12.8K | 0.02% | 257 |
|
|
2018
Q3 | $361K | Buy |
6,780
+3,440
| +103% | +$183K | 0.02% | 373 |
|
|
2018
Q2 | $203K | Sell |
3,340
-5,116
| -61% | -$311K | 0.01% | 406 |
|
|
2018
Q1 | $438K | Buy |
8,456
+866
| +11% | +$44.9K | 0.02% | 263 |
|
|
2017
Q4 | $461K | Buy |
+7,590
| New | +$461K | 0.03% | 161 |
|