VELA Investment Management’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 |
-11,599
| Closed | -$689K | – | 153 |
|
|
2024
Q2 | $689K | Sell |
11,599
-8,086
| -41% | -$480K | 0.21% | 101 |
|
|
2024
Q1 | $1.14M | Sell |
19,685
-1,397
| -7% | -$81K | 0.39% | 80 |
|
|
2023
Q4 | $1.04M | Buy |
21,082
+1,994
| +10% | +$98.1K | 0.4% | 81 |
|
|
2023
Q3 | $780K | Hold |
19,088
| – | – | 0.34% | 90 |
|
|
2023
Q2 | $815K | Hold |
19,088
| – | – | 0.38% | 90 |
|
|
2023
Q1 | $714K | Buy |
19,088
+4,467
| +31% | +$167K | 0.32% | 93 |
|
|
2022
Q4 | $604K | Buy |
14,621
+485
| +3% | +$20K | 0.3% | 96 |
|
|
2022
Q3 | $569K | Buy |
14,136
+7
| +0% | +$282 | 0.32% | 93 |
|
|
2022
Q2 | $553K | Buy |
14,129
+3,347
| +31% | +$131K | 0.32% | 90 |
|
|
2022
Q1 | $522K | Sell |
10,782
-38
| -0.4% | -$1.84K | 0.33% | 88 |
|
|
2021
Q4 | $519K | Buy |
+10,820
| New | +$519K | 0.35% | 86 |
|