Anchor Capital Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-27,850
| Closed | -$1.35K | – | 255 |
|
|
2019
Q1 | $1.35K | Sell |
27,850
-252,203
| -90% | -$12.4M | 0.03% | 139 |
|
|
2018
Q4 | $12.9M | Sell |
280,053
-27,614
| -9% | -$1.41M | 0.53% | 87 |
|
|
2018
Q3 | $16.2M | Sell |
307,667
-8,687
| -3% | -$496K | 0.59% | 77 |
|
|
2018
Q2 | $17.5M | Buy |
316,354
+6,562
| +2% | +$352K | 0.64% | 69 |
|
|
2018
Q1 | $16.2M | Buy |
309,792
+2,122
| +0.7% | +$126K | 0.57% | 75 |
|
|
2017
Q4 | $18.7M | Buy |
307,670
+302,230
| +5,556% | +$17.1M | 0.66% | 71 |
|
|
2017
Q3 | $300K | Sell |
5,440
-840
| -13% | -$44.6K | 0.01% | 232 |
|
|
2017
Q2 | $348K | Sell |
6,280
-20,040
| -76% | -$1.07M | 0.01% | 223 |
|
|
2017
Q1 | $1.47M | Sell |
26,320
-150
| -0.6% | -$8.51K | 0.05% | 145 |
|
|
2016
Q4 | $1.46M | Sell |
26,470
-1,300
| -5% | -$65.4K | 0.06% | 146 |
|
|
2016
Q3 | $1.23M | Hold |
27,770
| – | – | 0.04% | 161 |
|
|
2016
Q2 | $1.31M | Sell |
27,770
-240
| -0.9% | -$11.7K | 0.03% | 151 |
|
|
2016
Q1 | $1.35M | Sell |
28,010
-1,265
| -4% | -$61.9K | 0.03% | 152 |
|
|
2015
Q4 | $1.59M | Sell |
29,275
-2,200
| -7% | -$119K | 0.04% | 157 |
|
|
2015
Q3 | $1.62M | Sell |
31,475
-50
| -0.2% | -$2.75K | 0.04% | 148 |
|
|
2015
Q2 | $1.77M | Sell |
31,525
-2,299
| -7% | -$128K | 0.04% | 154 |
|
|
2015
Q1 | $1.84M | Sell |
33,824
-180
| -0.5% | -$9.73K | 0.04% | 156 |
|
|
2014
Q4 | $1.86M | Sell |
34,004
-5,595
| -14% | -$296K | 0.04% | 160 |
|
|
2014
Q3 | $2.05M | Sell |
39,599
-13,182
| -25% | -$678K | 0.04% | 159 |
|
|
2014
Q2 | $2.77M | Sell |
52,781
-4,300
| -8% | -$216K | 0.05% | 145 |
|
|
2014
Q1 | $2.84M | Sell |
57,081
-6,759
| -11% | -$315K | 0.06% | 151 |
|
|
2013
Q4 | $2.9M | Sell |
63,840
-8,026
| -11% | -$347K | 0.06% | 146 |
|
|
2013
Q3 | $2.97M | Sell |
71,866
-111,852
| -61% | -$4.77M | 0.06% | 142 |
|
|
2013
Q2 | $7.58M | Buy |
+183,718
| New | +$7.16M | 0.16% | 101 |
|
Other funds holding WFC
