Naman Capital’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 |
-100,000
| Closed | -$4.02M | – | 19 |
|
|
2022
Q3 | $4.02M | Hold |
100,000
| – | – | 2.8% | 14 |
|
|
2022
Q2 | $3.92M | Hold |
100,000
| – | – | 2.79% | 14 |
|
|
2022
Q1 | $4.36M | Hold |
100,000
| – | – | 2.84% | 13 |
|
|
2021
Q4 | $4.8M | Hold |
100,000
| – | – | 2.81% | 12 |
|
|
2021
Q3 | $4.64M | Hold |
100,000
| – | – | 2.86% | 12 |
|
|
2021
Q2 | $4.53M | Hold |
100,000
| – | – | 2.36% | 12 |
|
|
2021
Q1 | $3.91M | Hold |
100,000
| – | – | 2.15% | 13 |
|
|
2020
Q4 | $3.02M | Hold |
100,000
| – | – | 2.09% | 18 |
|
|
2020
Q3 | $2.35M | Hold |
100,000
| – | – | 1.82% | 17 |
|
|
2020
Q2 | $2.43M | Hold |
100,000
| – | – | 1.98% | 17 |
|
|
2020
Q1 | $2.87M | Buy |
+100,000
| New | +$2.87M | 2.93% | 11 |
|