Mirabella Financial Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-36,762
| Closed | -$2.18M | – | 456 |
|
|
2024
Q2 | $2.18M | Buy |
36,762
+18,992
| +107% | +$1.13M | 0.16% | 70 |
|
|
2024
Q1 | $1.03M | Buy |
+17,770
| New | +$1.03M | 0.07% | 185 |
|
|
2023
Q3 | – | Sell |
-8,000
| Closed | -$341K | – | 633 |
|
|
2023
Q2 | $341K | Buy |
+8,000
| New | +$341K | 0.04% | 340 |
|
|
2023
Q1 | – | Sell |
-6,070
| Closed | -$251K | – | 605 |
|
|
2022
Q4 | $251K | Sell |
6,070
-17,302
| -74% | -$714K | 0.02% | 289 |
|
|
2022
Q3 | $947K | Sell |
23,372
-46,528
| -67% | -$1.89M | 0.1% | 119 |
|
|
2022
Q2 | $2.78M | Sell |
69,900
-83,999
| -55% | -$3.34M | 0.27% | 82 |
|
|
2022
Q1 | $7.71M | Buy |
153,899
+93,899
| +156% | +$4.71M | 0.86% | 14 |
|
|
2021
Q4 | $2.88M | Sell |
60,000
-15,128
| -20% | -$726K | 0.29% | 85 |
|
|
2021
Q3 | $3.49M | Buy |
75,128
+10,244
| +16% | +$475K | 0.46% | 58 |
|
|
2021
Q2 | $2.94M | Sell |
64,884
-22,466
| -26% | -$1.02M | 0.53% | 64 |
|
|
2021
Q1 | $3.41M | Buy |
+87,350
| New | +$3.41M | 1.06% | 26 |
|
|
2020
Q4 | – | Sell |
-81,321
| Closed | -$4.69M | – | 490 |
|
|
2020
Q3 | $4.69M | Buy |
+81,321
| New | +$4.69M | 0.64% | 15 |
|