Pegasus Asset Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,215
| Closed | -$223K | – | 73 |
|
|
2023
Q2 | $223K | Buy |
+5,215
| New | +$223K | 0.1% | 69 |
|
|
2023
Q1 | – | Sell |
-5,255
| Closed | -$217K | – | 73 |
|
|
2022
Q4 | $217K | Buy |
5,255
+40
| +0.8% | +$1.65K | 0.12% | 69 |
|
|
2022
Q3 | $210K | Hold |
5,215
| – | – | 0.12% | 71 |
|
|
2022
Q2 | $204K | Buy |
+5,215
| New | +$204K | 0.11% | 70 |
|