Advisory Research’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-420,656
| Closed | -$25.5M | – | 423 |
|
|
2017
Q4 | $25.5M | Buy |
420,656
+5,188
| +1% | +$315K | 0.42% | 69 |
|
|
2017
Q3 | $22.9M | Buy |
415,468
+102,544
| +33% | +$5.66M | 0.36% | 78 |
|
|
2017
Q2 | $17.3M | Buy |
312,924
+202,484
| +183% | +$11.2M | 0.27% | 93 |
|
|
2017
Q1 | $6.15M | Buy |
+110,440
| New | +$6.15M | 0.09% | 142 |
|
|
2016
Q4 | – | Sell |
-48,006
| Closed | -$2.13M | – | 378 |
|
|
2016
Q3 | $2.13M | Buy |
+48,006
| New | +$2.13M | 0.03% | 142 |
|
|
2014
Q2 | – | Sell |
-1,485
| Closed | -$74K | – | 675 |
|
|
2014
Q1 | $74K | Buy |
+1,485
| New | +$74K | ﹤0.01% | 380 |
|