Mitsubishi UFJ Morgan Stanley Securities’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
Q2 | – | Sell |
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|
2024
Q1 | $128K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $9K | Sell |
|
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|
2022
Q3 | $17K | Hold |
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|
2022
Q2 | $16K | Hold |
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|
2022
Q1 | $20K | Sell |
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|
2021
Q4 | $82K | Sell |
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|
2021
Q3 | $117K | Buy |
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|
2021
Q2 | $38K | Buy |
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|
2014
Q4 | $56K | Hold |
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|
2014
Q3 | $53K | Sell |
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|
2014
Q2 | $64K | Sell |
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|
2014
Q1 | $93K | Buy |
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|
2013
Q4 | $74K | Hold |
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|
2013
Q3 | $67K | Sell |
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|
2013
Q2 | $100K | Buy |
|