SpiderRock Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.94M | Buy |
158,195
+45,389
| +40% | +$2.56M | 0.14% | 89 |
|
|
2024
Q2 | $6.7M | Sell |
112,806
-23,674
| -17% | -$1.41M | 0.13% | 85 |
|
|
2024
Q1 | $7.88M | Buy |
+136,480
| New | +$7.88M | 0.2% | 75 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 156 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 153 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 149 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 131 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 107 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 86 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 69 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 310 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 486 |
|
|
2017
Q2 | – | Hold |
0
| – | -$77K | – | 633 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 202 |
|