Sumitomo Mitsui Financial Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-123
| Closed | -$6K | – | 174 |
|
|
2021
Q4 | $6K | Buy |
+123
| New | +$6K | ﹤0.01% | 159 |
|
|
2020
Q4 | – | Sell |
-3,350
| Closed | -$78K | – | 152 |
|
|
2020
Q3 | $78K | Buy |
3,350
+3,248
| +3,184% | +$75.6K | ﹤0.01% | 113 |
|
|
2020
Q2 | $3K | Buy |
+102
| New | +$3K | ﹤0.01% | 119 |
|
|
2019
Q1 | – | Sell |
-3,930
| Closed | -$179K | – | 115 |
|
|
2018
Q4 | $179K | Sell |
3,930
-6,070
| -61% | -$276K | 0.01% | 86 |
|
|
2018
Q3 | $528K | Buy |
+10,000
| New | +$528K | 0.04% | 71 |
|
|
2018
Q2 | – | Sell |
-5,450
| Closed | -$286K | – | 146 |
|
|
2018
Q1 | $286K | Buy |
+5,450
| New | +$286K | 0.03% | 68 |
|
|
2017
Q4 | – | Sell |
-1,298
| Closed | -$70K | – | 118 |
|
|
2017
Q3 | $70K | Sell |
1,298
-5,043
| -80% | -$272K | 0.01% | 79 |
|
|
2017
Q2 | $354K | Buy |
6,341
+6,091
| +2,436% | +$340K | 0.07% | 57 |
|
|
2017
Q1 | $14K | Buy |
+250
| New | +$14K | ﹤0.01% | 74 |
|