UMB Bank’s Wells Fargo & Co. WFC.PRQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-18,951
| Closed | -$518K | – | 2011 |
|
|
2021
Q3 | $518K | Hold |
18,951
| – | – | 0.01% | 293 |
|
|
2021
Q2 | $522K | Sell |
18,951
-4,673
| -20% | -$129K | 0.01% | 288 |
|
|
2021
Q1 | $633K | Hold |
23,624
| – | – | 0.02% | 268 |
|
|
2020
Q4 | $634K | Hold |
23,624
| – | – | 0.02% | 258 |
|
|
2020
Q3 | $585K | Hold |
23,624
| – | – | 0.02% | 246 |
|
|
2020
Q2 | $585K | Hold |
23,624
| – | – | 0.02% | 246 |
|
|
2020
Q1 | $575K | Buy |
23,624
+2,673
| +13% | +$65.1K | 0.02% | 236 |
|
|
2019
Q4 | $574K | Buy |
20,951
+4,897
| +31% | +$134K | 0.02% | 258 |
|
|
2019
Q3 | $424 | Buy |
+16,054
| New | +$424 | 0.01% | 284 |
|