Moody Aldrich Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-42,069
| Closed | -$1.69M | – | 178 |
|
|
2022
Q3 | $1.69M | Hold |
42,069
| – | – | 0.35% | 89 |
|
|
2022
Q2 | $1.65M | Hold |
42,069
| – | – | 0.32% | 90 |
|
|
2022
Q1 | $2.04M | Hold |
42,069
| – | – | 0.29% | 85 |
|
|
2021
Q4 | $2.02M | Sell |
42,069
-12,113
| -22% | -$581K | 0.28% | 91 |
|
|
2021
Q3 | $2.52M | Hold |
54,182
| – | – | 0.32% | 88 |
|
|
2021
Q2 | $2.45M | Buy |
+54,182
| New | +$2.45M | 0.34% | 91 |
|