Unisphere Establishment’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-165,000
Closed -$9.8M 66
2024
Q2
$9.8M Sell
165,000
-40,000
-20% -$2.38M 0.1% 44
2024
Q1
$11.9M Sell
205,000
-50,000
-20% -$2.9M 0.12% 39
2023
Q4
$12.6M Buy
+255,000
New +$12.6M 0.13% 37