Private Capital Management (Colorado)’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
Q4 | $312K | Sell |
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|
2024
Q3 | $467K | Buy |
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|
2024
Q2 | $249K | Sell |
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|
2024
Q1 | $256K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $228K | Buy |
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|
2022
Q2 | $257K | Hold |
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|
2022
Q1 | $257K | Buy |
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|
2021
Q4 | $243K | Sell |
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|
2021
Q3 | $245K | Buy |
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|
2021
Q2 | $216K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $232K | Sell |
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|
2019
Q4 | $554K | Hold |
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|
2019
Q3 | $554K | Sell |
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|
2019
Q2 | $521K | Sell |
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|
2019
Q1 | $551K | Sell |
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|
2018
Q4 | $543K | Buy |
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