Towarzystwo Funduszy Inwestycyjnych PZU SA’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Buy |
3,670
+230
| +7% | +$18.4K | 0.08% | 121 |
|
|
2025
Q1 | $247K | Sell |
3,440
-50
| -1% | -$3.59K | 0.08% | 114 |
|
|
2024
Q4 | $245K | Buy |
3,490
+540
| +18% | +$37.9K | 0.08% | 107 |
|
|
2024
Q3 | $167K | Hold |
2,950
| – | – | 0.06% | 136 |
|
|
2024
Q2 | $175K | Hold |
2,950
| – | – | 0.07% | 124 |
|
|
2024
Q1 | $171K | Hold |
2,950
| – | – | 0.07% | 123 |
|
|
2023
Q4 | $145K | Buy |
+2,950
| New | +$145K | 0.07% | 123 |
|
|
2021
Q3 | $92.8K | Hold |
2,000
| – | – | 0.11% | 85 |
|
|
2021
Q2 | $90.6K | Hold |
2,000
| – | – | 0.11% | 91 |
|
|
2021
Q1 | $78.1K | Buy |
2,000
+700
| +54% | +$27.3K | 0.11% | 94 |
|
|
2020
Q4 | $39.2K | Buy |
+1,300
| New | +$39.2K | 0.04% | 120 |
|