PYA Waltman Capital’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 | – | Sell |
-1,765
| Closed | -$71K | – | 199 |
|
|
2022
Q3 | $71K | Hold |
1,765
| – | – | 0.04% | 86 |
|
|
2022
Q2 | $69K | Hold |
1,765
| – | – | 0.04% | 94 |
|
|
2022
Q1 | $86K | Hold |
1,765
| – | – | 0.04% | 81 |
|
|
2021
Q4 | $85K | Buy |
+1,765
| New | +$85K | 0.04% | 80 |
|
|
2020
Q3 | – | Sell |
-8,693
| Closed | -$223K | – | 48 |
|
|
2020
Q2 | $223K | Buy |
+8,693
| New | +$223K | 0.18% | 31 |
|