AAIM
Asset Advisors Investment Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-300
| Closed | -$8K | – | 180 |
|
|
2020
Q2 | $8K | Sell |
300
-27,850
| -99% | -$743K | ﹤0.01% | 148 |
|
|
2020
Q1 | $808K | Sell |
28,150
-14,200
| -34% | -$408K | 0.15% | 68 |
|
|
2019
Q4 | $2.09M | Buy |
42,350
+10,150
| +32% | +$500K | 0.3% | 52 |
|
|
2019
Q3 | $1.62M | Buy |
+32,200
| New | +$1.62M | 0.26% | 58 |
|
|
2018
Q4 | – | Sell |
-1,382
| Closed | -$73K | – | 146 |
|
|
2018
Q3 | $73K | Buy |
+1,382
| New | +$73K | 0.01% | 120 |
|