MMBG Investment Advisors’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 |
-5,220
| Closed | -$257K | – | 163 |
|
|
2023
Q4 | $257K | Buy |
+5,220
| New | +$257K | 0.03% | 150 |
|
|
2023
Q3 | – | Sell |
-4,980
| Closed | -$202K | – | 159 |
|
|
2023
Q2 | $202K | Buy |
+4,980
| New | +$202K | 0.02% | 154 |
|
|
2023
Q1 | – | Sell |
-4,980
| Closed | -$206K | – | 167 |
|
|
2022
Q4 | $206K | Hold |
4,980
| – | – | 0.03% | 161 |
|
|
2022
Q3 | $200K | Buy |
+4,980
| New | +$200K | 0.03% | 159 |
|
|
2022
Q2 | – | Sell |
-4,980
| Closed | -$241K | – | 161 |
|
|
2022
Q1 | $241K | Buy |
+4,980
| New | +$241K | 0.03% | 151 |
|