ACM
Azimuth Capital Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2.49M | Sell |
51,334
-1,650
| -3% | -$80K | 0.11% | 184 |
|
|
2021
Q4 | $2.54M | Sell |
52,984
-13,435
| -20% | -$645K | 0.1% | 181 |
|
|
2021
Q3 | $3.08M | Buy |
66,419
+700
| +1% | +$32.5K | 0.13% | 180 |
|
|
2021
Q2 | $2.98M | Sell |
65,719
-7,660
| -10% | -$347K | 0.13% | 182 |
|
|
2021
Q1 | $2.87M | Sell |
73,379
-1,875
| -2% | -$73.3K | 0.14% | 184 |
|
|
2020
Q4 | $2.27M | Sell |
75,254
-80,501
| -52% | -$2.43M | 0.11% | 185 |
|
|
2020
Q3 | $3.66M | Sell |
155,755
-5,480
| -3% | -$129K | 0.22% | 127 |
|
|
2020
Q2 | $4.13M | Buy |
161,235
+16,271
| +11% | +$417K | 0.26% | 111 |
|
|
2020
Q1 | $4.16M | Sell |
144,964
-3,570
| -2% | -$102K | 0.31% | 105 |
|
|
2019
Q4 | $7.99M | Sell |
148,534
-7,130
| -5% | -$384K | 0.49% | 80 |
|
|
2019
Q3 | $7.85M | Sell |
155,664
-3,215
| -2% | -$162K | 0.51% | 77 |
|
|
2019
Q2 | $7.52M | Sell |
158,879
-2,952
| -2% | -$140K | 0.5% | 73 |
|
|
2019
Q1 | $7.82M | Buy |
161,831
+45,769
| +39% | +$2.21M | 0.52% | 69 |
|
|
2018
Q4 | $5.35M | Sell |
116,062
-145,996
| -56% | -$6.73M | 0.41% | 82 |
|
|
2018
Q3 | $13.8M | Sell |
262,058
-3,551
| -1% | -$187K | 0.92% | 31 |
|
|
2018
Q2 | $14.7M | Buy |
265,609
+3
| +0% | +$166 | 1.06% | 18 |
|
|
2018
Q1 | $13.9M | Buy |
265,606
+125,875
| +90% | +$6.6M | 1.02% | 16 |
|
|
2017
Q4 | $8.48M | Sell |
139,731
-3,445
| -2% | -$209K | 0.61% | 55 |
|
|
2017
Q3 | $7.9M | Buy |
143,176
+3,051
| +2% | +$168K | 0.59% | 62 |
|
|
2017
Q2 | $7.76M | Buy |
140,125
+2,309
| +2% | +$128K | 0.61% | 59 |
|
|
2017
Q1 | $7.67M | Buy |
137,816
+5,890
| +4% | +$328K | 0.62% | 56 |
|
|
2016
Q4 | $7.27M | Buy |
131,926
+1,133
| +0.9% | +$62.4K | 0.62% | 57 |
|
|
2016
Q3 | $5.79M | Sell |
130,793
-13,740
| -10% | -$608K | 0.5% | 74 |
|
|
2016
Q2 | $6.84M | Sell |
144,533
-5,010
| -3% | -$237K | 0.61% | 58 |
|
|
2016
Q1 | $7.23M | Sell |
149,543
-131,799
| -47% | -$6.37M | 0.69% | 53 |
|
|
2015
Q4 | $15.3M | Sell |
281,342
-1,396
| -0.5% | -$75.9K | 1.49% | 10 |
|
|
2015
Q3 | $14.5M | Buy |
282,738
+50,630
| +22% | +$2.6M | 1.52% | 7 |
|
|
2015
Q2 | $13.1M | Buy |
232,108
+47,660
| +26% | +$2.68M | 1.27% | 13 |
|
|
2015
Q1 | $10M | Buy |
184,448
+1,663
| +0.9% | +$90.5K | 0.97% | 19 |
|
|
2014
Q4 | $10M | Buy |
182,785
+6,540
| +4% | +$359K | 1.03% | 20 |
|
|
2014
Q3 | $9.14M | Buy |
176,245
+3,567
| +2% | +$185K | 1% | 17 |
|
|
2014
Q2 | $9.08M | Buy |
172,678
+100,904
| +141% | +$5.3M | 1.01% | 16 |
|
|
2014
Q1 | $3.57M | Buy |
71,774
+7,172
| +11% | +$357K | 0.43% | 83 |
|
|
2013
Q4 | $2.93M | Buy |
64,602
+4,536
| +8% | +$206K | 0.35% | 98 |
|
|
2013
Q3 | $2.48M | Buy |
60,066
+28,638
| +91% | +$1.18M | 0.34% | 97 |
|
|
2013
Q2 | $1.3M | Buy |
+31,428
| New | +$1.3M | 0.23% | 129 |
|