Pegasus Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $291K | Hold |
|
|||||
|
2024
Q2 | $306K | Hold |
|
|||||
|
2024
Q1 | $299K | Buy |
|
|||||
|
2023
Q4 | $240K | Sell |
|
|||||
|
2023
Q3 | $290K | Buy |
|
|||||
|
2023
Q2 | $226K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $223K | Sell |
|
|||||
|
2022
Q3 | $296K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $362K | Buy |
|
|||||
|
2020
Q1 | $357K | Buy |
|
|||||
|
2019
Q4 | $557K | Buy |
|
|||||
|
2019
Q3 | $287K | Sell |
|
|||||
|
2019
Q2 | $293K | Hold |
|
|||||
|
2019
Q1 | $299K | Buy |
|
|||||
|
2018
Q4 | $242K | Buy |
|
|||||
|
2018
Q3 | $216K | Hold |
|
|||||
|
2018
Q2 | $228K | Sell |
|
|||||
|
2018
Q1 | $228K | Sell |
|
|||||
|
2017
Q4 | $277K | Hold |
|
|||||
|
2017
Q3 | $251K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $202K | Buy |
|