MQS Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,836
| Closed | -$443K | – | 402 |
|
|
2024
Q3 | $443K | Sell |
7,836
-2,154
| -22% | -$122K | 0.25% | 161 |
|
|
2024
Q2 | $593K | Buy |
9,990
+3,790
| +61% | +$225K | 0.36% | 73 |
|
|
2024
Q1 | $359K | Buy |
+6,200
| New | +$359K | 0.21% | 194 |
|
|
2023
Q2 | – | Sell |
-12,184
| Closed | -$455K | – | 615 |
|
|
2023
Q1 | $455K | Sell |
12,184
-3,790
| -24% | -$142K | 0.29% | 117 |
|
|
2022
Q4 | $660K | Buy |
+15,974
| New | +$660K | 0.45% | 52 |
|
|
2022
Q2 | – | Sell |
-4,280
| Closed | -$207K | – | 566 |
|
|
2022
Q1 | $207K | Buy |
+4,280
| New | +$207K | 0.17% | 296 |
|