Unionview LLC’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,748
| Closed | -$245K | – | 84 |
|
|
2023
Q2 | $245K | Sell |
5,748
-160
| -3% | -$6.83K | 0.22% | 72 |
|
|
2023
Q1 | $221K | Sell |
5,908
-727
| -11% | -$27.2K | 0.21% | 77 |
|
|
2022
Q4 | $274K | Hold |
6,635
| – | – | 0.27% | 62 |
|
|
2022
Q3 | $267K | Hold |
6,635
| – | – | 0.3% | 59 |
|
|
2022
Q2 | $260K | Buy |
6,635
+38
| +0.6% | +$1.49K | 0.29% | 66 |
|
|
2022
Q1 | $320K | Sell |
6,597
-129
| -2% | -$6.26K | 0.3% | 61 |
|
|
2021
Q4 | $323K | Buy |
+6,726
| New | +$323K | 0.3% | 59 |
|