Sovarnum Capital’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-27,500
| Closed | -$1.25M | – | 89 |
|
|
2021
Q2 | $1.25M | Sell |
27,500
-11,180
| -29% | -$506K | 0.78% | 52 |
|
|
2021
Q1 | $1.51M | Sell |
38,680
-65,500
| -63% | -$2.56M | 1.14% | 33 |
|
|
2020
Q4 | $3.14M | Buy |
+104,180
| New | +$3.14M | 2.2% | 15 |
|
|
2019
Q2 | – | Sell |
-15,000
| Closed | -$725K | – | 59 |
|
|
2019
Q1 | $725K | Buy |
+15,000
| New | +$725K | 0.97% | 25 |
|
|
2018
Q3 | – | Sell |
-4,800
| Closed | -$266K | – | 55 |
|
|
2018
Q2 | $266K | Sell |
4,800
-12,000
| -71% | -$665K | 0.33% | 44 |
|
|
2018
Q1 | $880K | Sell |
16,800
-55,000
| -77% | -$2.88M | 0.82% | 31 |
|
|
2017
Q4 | $4.36M | Buy |
+71,800
| New | +$4.36M | 2.94% | 5 |
|