Texas Capital Bank Wealth Management Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,686
| Closed | -$232K | – | 229 |
|
|
2023
Q3 | $232K | Sell |
5,686
-7,163
| -56% | -$293K | 0.03% | 172 |
|
|
2023
Q2 | $548K | Sell |
12,849
-12,455
| -49% | -$532K | 0.06% | 116 |
|
|
2023
Q1 | $946K | Buy |
+25,304
| New | +$946K | 0.11% | 86 |
|
|
2020
Q4 | – | Sell |
-20,052
| Closed | -$471K | – | 169 |
|
|
2020
Q3 | $471K | Buy |
+20,052
| New | +$471K | 0.08% | 105 |
|