Atherton Lane Advisers’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $39.4M | Buy |
725,247
+3,319
| +0.5% | +$180K | 2.3% | 4 |
|
|
2015
Q3 | $37.1M | Buy |
721,928
+32,528
| +5% | +$1.67M | 2.32% | 6 |
|
|
2015
Q2 | $38.8M | Buy |
689,400
+10,748
| +2% | +$604K | 2.15% | 5 |
|
|
2015
Q1 | $36.9M | Buy |
678,652
+6,933
| +1% | +$377K | 1.99% | 5 |
|
|
2014
Q4 | $36.8M | Sell |
671,719
-13,779
| -2% | -$755K | 2.02% | 4 |
|
|
2014
Q3 | $35.6M | Sell |
685,498
-61,672
| -8% | -$3.2M | 2.03% | 4 |
|
|
2014
Q2 | $39.3M | Sell |
747,170
-18,374
| -2% | -$966K | 2.18% | 4 |
|
|
2014
Q1 | $38.1M | Sell |
765,544
-5,084
| -0.7% | -$253K | 2.36% | 4 |
|
|
2013
Q4 | $35M | Sell |
770,628
-10,580
| -1% | -$480K | 2.21% | 4 |
|
|
2013
Q3 | $32.3M | Sell |
781,208
-29,046
| -4% | -$1.2M | 2.21% | 4 |
|
|
2013
Q2 | $33.4M | Buy |
+810,254
| New | +$33.4M | 2.45% | 5 |
|