Wells Fargo’s Disc Medicine IRON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
22,461
-375
| -2% | -$19.9K | ﹤0.01% | 3260 |
|
|
2025
Q1 | $1.13M | Buy |
22,836
+2,058
| +10% | +$102K | ﹤0.01% | 3194 |
|
|
2024
Q4 | $1.32M | Buy |
20,778
+7,808
| +60% | +$495K | ﹤0.01% | 3090 |
|
|
2024
Q3 | $637K | Buy |
12,970
+1,224
| +10% | +$60.1K | ﹤0.01% | 3480 |
|
|
2024
Q2 | $529K | Buy |
11,746
+3,553
| +43% | +$160K | ﹤0.01% | 3544 |
|
|
2024
Q1 | $510K | Buy |
8,193
+5,622
| +219% | +$350K | ﹤0.01% | 3539 |
|
|
2023
Q4 | $149K | Sell |
2,571
-10,719
| -81% | -$619K | ﹤0.01% | 4257 |
|
|
2023
Q3 | $624K | Buy |
13,290
+10,091
| +315% | +$474K | ﹤0.01% | 3358 |
|
|
2023
Q2 | $142K | Buy |
3,199
+3,173
| +12,204% | +$141K | ﹤0.01% | 4537 |
|
|
2023
Q1 | $551 | Buy |
+26
| New | +$551 | ﹤0.01% | 6208 |
|
|
2022
Q4 | – | Sell |
-5
| Closed | – | – | 7242 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 6666 |
|
|
2022
Q2 | $0 | Sell |
5
-1,585
| -100% | – | ﹤0.01% | 6828 |
|
|
2022
Q1 | $66K | Buy |
1,590
+912
| +135% | +$37.9K | ﹤0.01% | 5198 |
|
|
2021
Q4 | $59K | Buy |
678
+98
| +17% | +$8.53K | ﹤0.01% | 5440 |
|
|
2021
Q3 | $70K | Sell |
580
-269
| -32% | -$32.5K | ﹤0.01% | 5212 |
|
|
2021
Q2 | $165K | Buy |
849
+842
| +12,029% | +$164K | ﹤0.01% | 4809 |
|
|
2021
Q1 | $3K | Buy |
+7
| New | +$3K | ﹤0.01% | 6212 |
|