MSD Partners’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$4.59M Hold
2023
Q2
$4.79M Hold
2023
Q1
$4.2M Hold
2022
Q4
$4.64M Hold
2022
Q3
$4.52M Hold
2022
Q2
$4.4M Hold
2022
Q1
$5.44M Sell
2021
Q4
$16.2M Buy
2021
Q3
$5.21M Sell
2021
Q2
$10.2M Sell
2021
Q1
$43.9M Hold
2020
Q4
$33.9M Buy
2020
Q3
$13.8M Hold
2020
Q2
$15M Hold
2020
Q1
$16.8M Buy