Apex Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | $6.92M | Sell |
143,043
-15,288
| -10% | -$739K | 0.15% | 134 |
|
2015
Q4 | $8.61M | Buy |
158,331
+342
| +0.2% | +$18.6K | 0.19% | 116 |
|
2015
Q3 | $8.11M | Sell |
157,989
-14,074
| -8% | -$723K | 0.18% | 116 |
|
2015
Q2 | $9.68M | Sell |
172,063
-2,272
| -1% | -$128K | 0.21% | 99 |
|
2015
Q1 | $9.48M | Sell |
174,335
-11,820
| -6% | -$643K | 0.22% | 95 |
|
2014
Q4 | $10.2M | Sell |
186,155
-174
| -0.1% | -$9.54K | 0.27% | 82 |
|
2014
Q3 | $9.67M | Buy |
186,329
+11,442
| +7% | +$594K | 0.29% | 77 |
|
2014
Q2 | $9.19M | Sell |
174,887
-4,703
| -3% | -$247K | 0.28% | 80 |
|
2014
Q1 | $8.93M | Buy |
179,590
+4,044
| +2% | +$201K | 0.32% | 79 |
|
2013
Q4 | $7.97M | Sell |
175,546
-11,869
| -6% | -$539K | 0.3% | 82 |
|
2013
Q3 | $7.74M | Sell |
187,415
-46,112
| -20% | -$1.91M | 0.34% | 74 |
|
2013
Q2 | $9.64M | Buy |
+233,527
| New | +$9.64M | 0.47% | 72 |
|