Perpetual Investment Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $8.1M | Buy |
196,228
+28,170
| +17% | +$1.16M | 0.97% | 38 |
|
|
2022
Q3 | $6.76M | Buy |
168,058
+14,525
| +9% | +$584K | 0.99% | 32 |
|
|
2022
Q2 | $6.01M | Buy |
153,533
+16,955
| +12% | +$664K | 0.88% | 38 |
|
|
2022
Q1 | $6.62M | Buy |
136,578
+2,596
| +2% | +$126K | 0.83% | 40 |
|
|
2021
Q4 | $6.43M | Sell |
133,982
-55,394
| -29% | -$2.66M | 0.74% | 45 |
|
|
2021
Q3 | $8.79M | Sell |
189,376
-115,349
| -38% | -$5.35M | 1.11% | 30 |
|
|
2021
Q2 | $13.8M | Sell |
304,725
-21,768
| -7% | -$986K | 1.96% | 8 |
|
|
2021
Q1 | $12.7M | Buy |
326,493
+4,455
| +1% | +$174K | 2.11% | 7 |
|
|
2020
Q4 | $9.58M | Buy |
+322,038
| New | +$9.58M | 1.42% | 19 |
|