AIM
Advantage Investment Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $141K | Buy |
2,798
+187
| +7% | +$9.42K | 0.11% | 183 |
|
|
2019
Q2 | $124K | Sell |
2,611
-322
| -11% | -$15.3K | 0.09% | 208 |
|
|
2019
Q1 | $142K | Buy |
2,933
+200
| +7% | +$9.68K | 0.11% | 186 |
|
|
2018
Q4 | $126K | Sell |
2,733
-1,457
| -35% | -$67.2K | 0.1% | 198 |
|
|
2018
Q3 | $220K | Sell |
4,190
-130
| -3% | -$6.83K | 0.14% | 117 |
|
|
2018
Q2 | $240K | Sell |
4,320
-13,996
| -76% | -$778K | 0.18% | 107 |
|
|
2018
Q1 | $960K | Sell |
18,316
-984
| -5% | -$51.6K | 0.37% | 59 |
|
|
2017
Q4 | $1.17M | Sell |
19,300
-240
| -1% | -$14.6K | 0.36% | 63 |
|
|
2017
Q3 | $1.08M | Buy |
19,540
+159
| +0.8% | +$8.77K | 0.35% | 65 |
|
|
2017
Q2 | $1.07M | Sell |
19,381
-610
| -3% | -$33.8K | 0.38% | 65 |
|
|
2017
Q1 | $1.11M | Buy |
19,991
+60
| +0.3% | +$3.34K | 0.44% | 58 |
|
|
2016
Q4 | $1.1M | Buy |
19,931
+1,504
| +8% | +$82.9K | 0.41% | 59 |
|
|
2016
Q3 | $816K | Buy |
18,427
+2,510
| +16% | +$111K | 0.3% | 63 |
|
|
2016
Q2 | $753K | Buy |
15,917
+6,278
| +65% | +$297K | 0.35% | 59 |
|
|
2016
Q1 | $466K | Buy |
9,639
+1,095
| +13% | +$52.9K | 0.2% | 80 |
|
|
2015
Q4 | $464K | Buy |
8,544
+111
| +1% | +$6.03K | 0.24% | 87 |
|
|
2015
Q3 | $433K | Buy |
8,433
+4,445
| +111% | +$228K | 0.25% | 80 |
|
|
2015
Q2 | $224K | Sell |
3,988
-921
| -19% | -$51.7K | 0.11% | 131 |
|
|
2015
Q1 | $267K | Buy |
4,909
+375
| +8% | +$20.4K | 0.15% | 121 |
|
|
2014
Q4 | $249K | Buy |
+4,534
| New | +$249K | 0.19% | 98 |
|