Stamos Capital Partners’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 |
-107,500
| Closed | -$4.87M | – | 47 |
|
|
2021
Q2 | $4.87M | Sell |
107,500
-26,000
| -19% | -$1.18M | 2.57% | 17 |
|
|
2021
Q1 | $5.22M | Hold |
133,500
| – | – | 2.63% | 16 |
|
|
2020
Q4 | $4.03M | Sell |
133,500
-166,500
| -56% | -$5.02M | 1.72% | 19 |
|
|
2020
Q3 | $7.05M | Buy |
300,000
+173,000
| +136% | +$4.07M | 2.62% | 9 |
|
|
2020
Q2 | $3.25M | Buy |
127,000
+42,394
| +50% | +$1.09M | 1.86% | 13 |
|
|
2020
Q1 | $2.43M | Buy |
+84,606
| New | +$2.43M | 1.28% | 30 |
|