Weld Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,156
| Closed | -$319K | – | 395 |
|
|
2021
Q1 | $319K | Buy |
+8,156
| New | +$319K | 0.13% | 244 |
|
|
2020
Q4 | – | Sell |
-11,968
| Closed | -$281K | – | 706 |
|
|
2020
Q3 | $281K | Sell |
11,968
-17,754
| -60% | -$417K | 0.11% | 303 |
|
|
2020
Q2 | $761K | Buy |
+29,722
| New | +$761K | 0.3% | 112 |
|
|
2019
Q2 | – | Sell |
-41,195
| Closed | -$1.99M | – | 944 |
|
|
2019
Q1 | $1.99M | Buy |
41,195
+21,805
| +112% | +$1.05M | 0.36% | 51 |
|
|
2018
Q4 | $893K | Buy |
+19,390
| New | +$893K | 0.2% | 162 |
|