O'Neil Global Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-15,429
| Closed | -$637K | – | 86 |
|
|
2022
Q4 | $637K | Sell |
15,429
-186
| -1% | -$7.68K | 2.94% | 6 |
|
|
2022
Q3 | $628K | Sell |
15,615
-3
| -0% | -$121 | 2.49% | 10 |
|
|
2022
Q2 | $612K | Sell |
15,618
-5,411
| -26% | -$212K | 2.6% | 15 |
|
|
2022
Q1 | $1.02M | Buy |
21,029
+6,780
| +48% | +$329K | 0.53% | 30 |
|
|
2021
Q4 | $684K | Buy |
+14,249
| New | +$684K | 1.13% | 14 |
|