PB Investment Partners’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-129,306
Closed -$6.27M 10
2022
Q1
$6.27M Buy
129,306
+10,038
+8% +$486K 4.26% 9
2021
Q4
$5.72M Buy
+119,268
New +$5.72M 4.45% 9