Swarthmore Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $865K | Sell |
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|
2021
Q4 | $975K | Sell |
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|
2021
Q3 | $1.91M | Hold |
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|
2021
Q2 | $1.91M | Buy |
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|
2021
Q1 | $1.61M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $970K | Sell |
|
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|
2020
Q2 | $3.52M | Buy |
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|
2020
Q1 | $314K | Sell |
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|
2019
Q4 | $7.79M | Buy |
|