Spartan Fund Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,547
| Closed | -$175K | – | 135 |
|
|
2023
Q4 | $175K | Hold |
3,547
| – | – | 0.21% | 62 |
|
|
2023
Q3 | $145K | Sell |
3,547
-5,608
| -61% | -$229K | 0.11% | 96 |
|
|
2023
Q2 | $303K | Buy |
9,155
+5,608
| +158% | +$185K | 0.07% | 133 |
|
|
2023
Q1 | $133K | Hold |
3,547
| – | – | 0.06% | 162 |
|
|
2022
Q4 | $146K | Hold |
3,547
| – | – | 0.05% | 206 |
|
|
2022
Q3 | $143K | Hold |
3,547
| – | – | 0.04% | 269 |
|
|
2022
Q2 | $139K | Buy |
+3,547
| New | +$139K | 0.03% | 325 |
|