Mizuho Securities’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,600
| Closed | -$111K | – | 89 |
|
|
2023
Q2 | $111K | Buy |
+2,600
| New | +$111K | 0.25% | 42 |
|
|
2023
Q1 | – | Sell |
-1,160
| Closed | -$47.9K | – | 95 |
|
|
2022
Q4 | $47.9K | Sell |
1,160
-2,224
| -66% | -$91.8K | 0.13% | 55 |
|
|
2022
Q3 | $136K | Buy |
3,384
+3,100
| +1,092% | +$125K | 0.05% | 47 |
|
|
2022
Q2 | $14K | Sell |
284
-951
| -77% | -$46.9K | ﹤0.01% | 88 |
|
|
2022
Q1 | $60K | Buy |
1,235
+221
| +22% | +$10.7K | 0.01% | 76 |
|
|
2021
Q4 | $49K | Buy |
1,014
+729
| +256% | +$35.2K | 0.02% | 66 |
|
|
2021
Q3 | $13K | Sell |
285
-1,140
| -80% | -$52K | ﹤0.01% | 92 |
|
|
2021
Q2 | $65K | Buy |
1,425
+1,139
| +398% | +$52K | 0.01% | 75 |
|
|
2021
Q1 | $11K | Sell |
286
-20
| -7% | -$769 | ﹤0.01% | 80 |
|
|
2020
Q4 | $9K | Buy |
+306
| New | +$9K | ﹤0.01% | 95 |
|
|
2020
Q3 | – | Sell |
-150
| Closed | -$4K | – | 92 |
|
|
2020
Q2 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 71 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$5K | – | 129 |
|
|
2019
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 139 |
|
|
2019
Q3 | – | Sell |
-2,000
| Closed | -$95K | – | 169 |
|
|
2019
Q2 | $95K | Buy |
+2,000
| New | +$95K | 0.12% | 76 |
|
|
2019
Q1 | – | Sell |
-600
| Closed | -$28K | – | 148 |
|
|
2018
Q4 | $28K | Buy |
+600
| New | +$28K | ﹤0.01% | 96 |
|