AFAM Capital’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $5.3M | Buy |
100,872
+1,610
| +2% | +$84.6K | 0.74% | 57 |
|
|
2018
Q2 | $5.5M | Sell |
99,262
-4,089
| -4% | -$227K | 0.8% | 45 |
|
|
2018
Q1 | $5.42M | Buy |
103,351
+1,073
| +1% | +$56.2K | 0.6% | 76 |
|
|
2017
Q4 | $6.21M | Sell |
102,278
-368
| -0.4% | -$22.3K | 0.68% | 59 |
|
|
2017
Q3 | $5.66M | Buy |
102,646
+568
| +0.6% | +$31.3K | 0.68% | 59 |
|
|
2017
Q2 | $5.66M | Buy |
102,078
+3,591
| +4% | +$199K | 0.72% | 56 |
|
|
2017
Q1 | $5.48M | Sell |
98,487
-8,645
| -8% | -$481K | 0.76% | 55 |
|
|
2016
Q4 | $5.9M | Sell |
107,132
-887
| -0.8% | -$48.9K | 0.89% | 37 |
|
|
2016
Q3 | $4.78M | Sell |
108,019
-1,576
| -1% | -$69.8K | 0.76% | 54 |
|
|
2016
Q2 | $5.19M | Sell |
109,595
-463
| -0.4% | -$21.9K | 0.86% | 42 |
|
|
2016
Q1 | $5.32M | Sell |
110,058
-4,716
| -4% | -$228K | 0.87% | 42 |
|
|
2015
Q4 | $6.24M | Sell |
114,774
-1,019
| -0.9% | -$55.4K | 0.97% | 34 |
|
|
2015
Q3 | $5.95M | Buy |
115,793
+988
| +0.9% | +$50.7K | 0.91% | 42 |
|
|
2015
Q2 | $6.46M | Buy |
114,805
+1,122
| +1% | +$63.1K | 0.86% | 43 |
|
|
2015
Q1 | $6.18M | Sell |
113,683
-3,744
| -3% | -$204K | 0.8% | 52 |
|
|
2014
Q4 | $6.44M | Buy |
117,427
+522
| +0.4% | +$28.6K | 0.82% | 45 |
|
|
2014
Q3 | $6.06M | Sell |
116,905
-2,465
| -2% | -$128K | 0.77% | 51 |
|
|
2014
Q2 | $6.27M | Buy |
119,370
+1,836
| +2% | +$96.5K | 0.79% | 47 |
|
|
2014
Q1 | $5.85M | Buy |
117,534
+2,022
| +2% | +$101K | 0.79% | 50 |
|
|
2013
Q4 | $5.24M | Buy |
115,512
+1,206
| +1% | +$54.8K | 0.71% | 66 |
|
|
2013
Q3 | $4.72M | Buy |
114,306
+1,360
| +1% | +$56.2K | 0.65% | 69 |
|
|
2013
Q2 | $4.66M | Buy |
+112,946
| New | +$4.66M | 0.65% | 65 |
|