Aldebaran Financial’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,181
| Closed | -$202K | – | 101 |
|
|
2019
Q1 | $202K | Buy |
+4,181
| New | +$202K | 0.14% | 98 |
|
|
2018
Q4 | – | Sell |
-4,181
| Closed | -$220K | – | 101 |
|
|
2018
Q3 | $220K | Hold |
4,181
| – | – | 0.14% | 94 |
|
|
2018
Q2 | $232K | Sell |
4,181
-658
| -14% | -$36.5K | 0.16% | 90 |
|
|
2018
Q1 | $254K | Sell |
4,839
-601
| -11% | -$31.5K | 0.17% | 90 |
|
|
2017
Q4 | $330K | Buy |
5,440
+131
| +2% | +$7.95K | 0.22% | 81 |
|
|
2017
Q3 | $293K | Hold |
5,309
| – | – | 0.2% | 83 |
|
|
2017
Q2 | $294K | Buy |
5,309
+423
| +9% | +$23.4K | 0.21% | 83 |
|
|
2017
Q1 | $272K | Sell |
4,886
-392
| -7% | -$21.8K | 0.21% | 83 |
|
|
2016
Q4 | $291K | Buy |
5,278
+392
| +8% | +$21.6K | 0.23% | 84 |
|
|
2016
Q3 | $216K | Sell |
4,886
-200
| -4% | -$8.84K | 0.17% | 92 |
|
|
2016
Q2 | $243K | Hold |
5,086
| – | – | 0.2% | 91 |
|
|
2016
Q1 | $246K | Hold |
5,086
| – | – | 0.21% | 88 |
|
|
2015
Q4 | $269K | Hold |
5,086
| – | – | 0.25% | 79 |
|
|
2015
Q3 | $261K | Sell |
5,086
-330
| -6% | -$16.9K | 0.25% | 80 |
|
|
2015
Q2 | $305K | Sell |
5,416
-300
| -5% | -$16.9K | 0.26% | 81 |
|
|
2015
Q1 | $311K | Sell |
5,716
-332
| -5% | -$18.1K | 0.27% | 84 |
|
|
2014
Q4 | $332K | Buy |
6,048
+300
| +5% | +$16.5K | 0.29% | 88 |
|
|
2014
Q3 | $298K | Sell |
5,748
-1,600
| -22% | -$83K | 0.27% | 90 |
|
|
2014
Q2 | $386K | Sell |
7,348
-518
| -7% | -$27.2K | 0.3% | 89 |
|
|
2014
Q1 | $391K | Buy |
7,866
+2,706
| +52% | +$135K | 0.34% | 87 |
|
|
2013
Q4 | $234K | Buy |
+5,160
| New | +$234K | 0.22% | 103 |
|