Pantheon Investment Group’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-22,544
Closed -$577K 66
2020
Q2
$577K Sell
22,544
-45,896
-67% -$1.17M 0.72% 46
2020
Q1
$1.98M Buy
68,440
+35,699
+109% +$1.03M 2.96% 12
2019
Q4
$1.76M Buy
+32,741
New +$1.76M 1.65% 18