Sanders Morris Harris’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,289
| Closed | -$208K | – | 312 |
|
|
2022
Q1 | $208K | Hold |
4,289
| – | – | 0.04% | 261 |
|
|
2021
Q4 | $206K | Buy |
+4,289
| New | +$206K | 0.04% | 275 |
|
|
2020
Q2 | – | Sell |
-62,259
| Closed | -$3.25M | – | 222 |
|
|
2020
Q1 | $3.25M | Sell |
62,259
-300
| -0.5% | -$15.7K | 3.18% | 6 |
|
|
2019
Q4 | $3.35M | Hold |
62,559
| – | – | 0.76% | 29 |
|
|
2019
Q3 | $3.04M | Sell |
62,559
-20,520
| -25% | -$998K | 0.74% | 29 |
|
|
2019
Q2 | $2.97M | Buy |
+83,079
| New | +$2.97M | 0.77% | 27 |
|
|
2017
Q3 | – | Sell |
-3,759
| Closed | -$208K | – | 153 |
|
|
2017
Q2 | $208K | Sell |
3,759
-175
| -4% | -$9.68K | 0.08% | 108 |
|
|
2017
Q1 | $219K | Sell |
3,934
-40
| -1% | -$2.23K | 0.08% | 119 |
|
|
2016
Q4 | $219K | Sell |
3,974
-1,000
| -20% | -$55.1K | 0.1% | 100 |
|
|
2016
Q3 | $228K | Sell |
4,974
-1,301
| -21% | -$59.6K | 0.07% | 130 |
|
|
2016
Q2 | $296K | Sell |
6,275
-8,063
| -56% | -$380K | 0.07% | 184 |
|
|
2016
Q1 | $685K | Buy |
+14,338
| New | +$685K | 0.12% | 160 |
|