Advisor Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $26.2M | Buy |
486,096
+50,530
| +12% | +$2.72M | 0.18% | 102 |
|
|
2019
Q3 | $22M | Buy |
435,566
+22,466
| +5% | +$1.13M | 0.16% | 112 |
|
|
2019
Q2 | $19.6M | Buy |
413,100
+2,370
| +0.6% | +$112K | 0.15% | 115 |
|
|
2019
Q1 | $19.9M | Buy |
410,730
+2,609
| +0.6% | +$126K | 0.16% | 112 |
|
|
2018
Q4 | $18.8M | Sell |
408,121
-1,042
| -0.3% | -$48K | 0.18% | 102 |
|
|
2018
Q3 | $21.5M | Buy |
409,163
+61,141
| +18% | +$3.21M | 0.22% | 88 |
|
|
2018
Q2 | $19.3M | Sell |
348,022
-21,587
| -6% | -$1.2M | 0.27% | 77 |
|
|
2018
Q1 | $19.4M | Sell |
369,609
-31,227
| -8% | -$1.64M | 0.27% | 76 |
|
|
2017
Q4 | $24.3M | Buy |
400,836
+43,978
| +12% | +$2.67M | 0.32% | 63 |
|
|
2017
Q3 | $19.7M | Buy |
356,858
+12,377
| +4% | +$683K | 0.31% | 61 |
|
|
2017
Q2 | $19.1M | Buy |
344,481
+21,433
| +7% | +$1.19M | 0.34% | 57 |
|
|
2017
Q1 | $18M | Sell |
323,048
-4,595
| -1% | -$256K | 0.36% | 43 |
|
|
2016
Q4 | $18.1M | Buy |
327,643
+12,431
| +4% | +$685K | 0.41% | 38 |
|
|
2016
Q3 | $14M | Buy |
315,212
+35,995
| +13% | +$1.59M | 0.34% | 55 |
|
|
2016
Q2 | $13.2M | Buy |
+279,217
| New | +$13.2M | 0.35% | 52 |
|