Westside Investment Management’s Wells Fargo & Co. WFC.PRQ Stock Holding History

Westside Investment Management’s Portfolio WFC.PRQ Stock Details WFC.PRQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,000	Closed	-$75.2K	–	860
2023 Q2	$75.2K	Hold	3,000	–	–	0.02%	304
2023 Q1	$69.8K	Hold	3,000	–	–	0.02%	315
2022 Q4	$69.8K	Buy	+3,000	New	+$69.2K	0.17%	109

Westside Investment Management's WFC.PRQ Position: Q3 2023 in Review

Westside Investment Management sold out of Wells Fargo & Co. (WFC.PRQ) in Q3 2023, closing a stake of 3,000 shares — an estimated $75.2K sold.

Westside Investment Management first reported a position in WFC.PRQ in Q4 2022 and held it in 3 quarters. The position peaked at $75.2K in Q2 2023. 0 funds tracked by Wall St. Rank hold WFC.PRQ as of Q3 2023.

Westside Investment Management reported no remaining Wells Fargo & Co. position as of Q3 2023 after selling out during the quarter.
Westside Investment Management sold 3,000 Wells Fargo & Co. shares in Q3 2023, an estimated $75.2K.
Westside Investment Management first reported a position in Wells Fargo & Co. in Q4 2022 and held it in 3 quarters.
Westside Investment Management's Wells Fargo & Co. position peaked at $75.2K in Q2 2023.
0 funds tracked by Wall St. Rank held Wells Fargo & Co. as of Q3 2023.

Based on Westside Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.