Mission Creek Capital Partners’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 |
-4,725
| Closed | -$233K | – | 249 |
|
|
2023
Q4 | $233K | Sell |
4,725
-318
| -6% | -$15.7K | 0.06% | 210 |
|
|
2023
Q3 | $206K | Sell |
5,043
-66
| -1% | -$2.7K | 0.07% | 207 |
|
|
2023
Q2 | $218K | Sell |
5,109
-969
| -16% | -$41.4K | 0.07% | 214 |
|
|
2023
Q1 | $227K | Sell |
6,078
-1,141
| -16% | -$42.7K | 0.08% | 206 |
|
|
2022
Q4 | $298K | Buy |
7,219
+10
| +0.1% | +$413 | 0.11% | 184 |
|
|
2022
Q3 | $290K | Buy |
7,209
+11
| +0.2% | +$443 | 0.11% | 174 |
|
|
2022
Q2 | $282K | Sell |
7,198
-42
| -0.6% | -$1.65K | 0.09% | 189 |
|
|
2022
Q1 | $351K | Sell |
7,240
-726
| -9% | -$35.2K | 0.09% | 186 |
|
|
2021
Q4 | $382K | Sell |
7,966
-1,269
| -14% | -$60.9K | 0.08% | 193 |
|
|
2021
Q3 | $429K | Sell |
9,235
-1,085
| -11% | -$50.4K | 0.08% | 189 |
|
|
2021
Q2 | $467K | Sell |
10,320
-95
| -0.9% | -$4.3K | 0.08% | 170 |
|
|
2021
Q1 | $407K | Sell |
10,415
-874
| -8% | -$34.2K | 0.06% | 172 |
|
|
2020
Q4 | $341K | Buy |
11,289
+237
| +2% | +$7.16K | 0.1% | 169 |
|
|
2020
Q3 | $260K | Sell |
11,052
-3,619
| -25% | -$85.1K | 0.1% | 180 |
|
|
2020
Q2 | $376K | Buy |
14,671
+986
| +7% | +$25.3K | 0.2% | 122 |
|
|
2020
Q1 | $393K | Sell |
13,685
-690
| -5% | -$19.8K | 0.21% | 104 |
|
|
2019
Q4 | $773K | Buy |
+14,375
| New | +$773K | 0.35% | 80 |
|