Alley Company’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-585,423
| Closed | -$16.8M | – | 79 |
|
|
2020
Q1 | $16.8M | Buy |
585,423
+451,138
| +336% | +$12.9M | 1.94% | 25 |
|
|
2019
Q4 | $7.23M | Buy |
134,285
+13,685
| +11% | +$736K | 1.86% | 22 |
|
|
2019
Q3 | $6.08M | Buy |
120,600
+2,987
| +3% | +$151K | 1.66% | 26 |
|
|
2019
Q2 | $5.57M | Buy |
117,613
+10,092
| +9% | +$478K | 1.57% | 26 |
|
|
2019
Q1 | $5.2M | Buy |
107,521
+297
| +0.3% | +$14.4K | 1.53% | 28 |
|
|
2018
Q4 | $4.94M | Buy |
107,224
+2,803
| +3% | +$129K | 1.62% | 27 |
|
|
2018
Q3 | $5.49M | Buy |
104,421
+3,120
| +3% | +$164K | 1.68% | 26 |
|
|
2018
Q2 | $5.62M | Sell |
101,301
-958
| -0.9% | -$53.1K | 1.89% | 22 |
|
|
2018
Q1 | $5.36M | Sell |
102,259
-572
| -0.6% | -$30K | 1.84% | 21 |
|
|
2017
Q4 | $6.24M | Buy |
102,831
+1,476
| +1% | +$89.6K | 2.14% | 15 |
|
|
2017
Q3 | $5.59M | Buy |
101,355
+788
| +0.8% | +$43.5K | 2.03% | 16 |
|
|
2017
Q2 | $5.57M | Buy |
100,567
+4,143
| +4% | +$230K | 2.1% | 15 |
|
|
2017
Q1 | $5.37M | Buy |
96,424
+37,546
| +64% | +$2.09M | 2.12% | 15 |
|
|
2016
Q4 | $3.25M | Buy |
58,878
+18
| +0% | +$992 | 1.43% | 30 |
|
|
2016
Q3 | $2.61M | Buy |
58,860
+12,554
| +27% | +$556K | 1.16% | 39 |
|
|
2016
Q2 | $2.19M | Buy |
46,306
+1,794
| +4% | +$84.9K | 1% | 47 |
|
|
2016
Q1 | $2.15M | Sell |
44,512
-155
| -0.3% | -$7.5K | 1.03% | 45 |
|
|
2015
Q4 | $2.43M | Buy |
44,667
+1,037
| +2% | +$56.4K | 1.18% | 38 |
|
|
2015
Q3 | $2.24M | Sell |
43,630
-1,981
| -4% | -$102K | 1.15% | 39 |
|
|
2015
Q2 | $2.57M | Buy |
45,611
+339
| +0.7% | +$19.1K | 1.26% | 37 |
|
|
2015
Q1 | $2.46M | Buy |
45,272
+5,046
| +13% | +$275K | 1.21% | 38 |
|
|
2014
Q4 | $2.21M | Buy |
40,226
+1,119
| +3% | +$61.3K | 1.13% | 41 |
|
|
2014
Q3 | $2.03M | Buy |
39,107
+1,689
| +5% | +$87.6K | 1.46% | 33 |
|
|
2014
Q2 | $1.97M | Sell |
37,418
-3,468
| -8% | -$182K | 1.4% | 36 |
|
|
2014
Q1 | $2.03M | Buy |
40,886
+1,517
| +4% | +$75.5K | 1.44% | 35 |
|
|
2013
Q4 | $1.79M | Buy |
39,369
+1,892
| +5% | +$85.9K | 1.3% | 40 |
|
|
2013
Q3 | $1.55M | Buy |
37,477
+2,184
| +6% | +$90.3K | 1.24% | 41 |
|
|
2013
Q2 | $1.46M | Buy |
+35,293
| New | +$1.46M | 1.21% | 41 |
|