Armbruster 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,200
| Closed | -$168K | – | 196 |
|
|
2018
Q1 | $168K | Hold |
3,200
| – | – | 0.08% | 74 |
|
|
2017
Q4 | $194K | Hold |
3,200
| – | – | 0.09% | 69 |
|
|
2017
Q3 | $176K | Sell |
3,200
-330
| -9% | -$18.2K | 0.09% | 68 |
|
|
2017
Q2 | $196K | Buy |
3,530
+1,330
| +60% | +$73.8K | 0.11% | 65 |
|
|
2017
Q1 | $122K | Sell |
2,200
-223
| -9% | -$12.4K | 0.07% | 84 |
|
|
2016
Q4 | $134K | Hold |
2,423
| – | – | 0.08% | 82 |
|
|
2016
Q3 | $107K | Hold |
2,423
| – | – | 0.07% | 92 |
|
|
2016
Q2 | $115K | Sell |
2,423
-100
| -4% | -$4.75K | 0.07% | 89 |
|
|
2016
Q1 | $122K | Sell |
2,523
-1,870
| -43% | -$90.4K | 0.08% | 80 |
|
|
2015
Q4 | $239K | Buy |
+4,393
| New | +$239K | 0.21% | 57 |
|