SG3 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
Q3 | – | Hold |
0
| – | – | – | 255 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 486 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 747 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 689 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 655 |
|
|
2021
Q2 | – | Sell |
-17,105
| Closed | -$668K | – | 718 |
|
|
2021
Q1 | $668K | Buy |
+17,105
| New | +$668K | 0.02% | 116 |
|
|
2020
Q4 | – | Sell |
-3,200
| Closed | -$75K | – | 636 |
|
|
2020
Q3 | $75K | Buy |
+3,200
| New | +$75K | ﹤0.01% | 203 |
|
|
2020
Q2 | – | Sell |
-5,000
| Closed | -$144K | – | 401 |
|
|
2020
Q1 | $144K | Hold |
5,000
| – | – | 0.02% | 58 |
|
|
2019
Q4 | $269K | Buy |
+5,000
| New | +$269K | 0.02% | 50 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 287 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 99 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 99 |
|