Tran Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $43.6M | Sell |
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|
2022
Q3 | $66.1M | Sell |
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|
2022
Q2 | $66.3M | Sell |
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|
2022
Q1 | $83.7M | Sell |
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|
2021
Q4 | $85.2M | Sell |
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|
2021
Q3 | $83.8M | Sell |
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|
2021
Q2 | $82.6M | Sell |
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|
2021
Q1 | $72.7M | Buy |
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|
2020
Q4 | $53.2M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $3.04M | Sell |
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|
2019
Q4 | $8.55M | Sell |
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|
2019
Q3 | $8.82M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $41.3M | Sell |
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|
2013
Q2 | $60.7M | Buy |
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