Scharf Investments’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,154,759
| Closed | -$55.2M | – | 43 |
|
|
2020
Q2 | $55.2M | Buy |
2,154,759
+453,205
| +27% | +$11.6M | 2.47% | 21 |
|
|
2020
Q1 | $48.8M | Sell |
1,701,554
-292,946
| -15% | -$8.41M | 2.44% | 21 |
|
|
2019
Q4 | $107M | Buy |
1,994,500
+948,786
| +91% | +$51M | 4.2% | 14 |
|
|
2019
Q3 | $52.7M | Sell |
1,045,714
-12,088
| -1% | -$610K | 2.15% | 23 |
|
|
2019
Q2 | $50.1M | Sell |
1,057,802
-100,495
| -9% | -$4.76M | 1.97% | 24 |
|
|
2019
Q1 | $56M | Buy |
1,158,297
+113,310
| +11% | +$5.48M | 2.16% | 24 |
|
|
2018
Q4 | $48.2M | Buy |
+1,044,987
| New | +$48.2M | 1.91% | 27 |
|