Barometer 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-260,000
| Closed | -$13.8M | – | 157 |
|
|
2019
Q4 | $13.8M | Buy |
260,000
+256,000
| +6,400% | +$13.6M | 2.19% | 15 |
|
|
2019
Q3 | $223K | Buy |
+4,000
| New | +$223K | 0.02% | 130 |
|
|
2017
Q2 | – | Sell |
-4,000
| Closed | -$223K | – | 190 |
|
|
2017
Q1 | $223K | Buy |
+4,000
| New | +$223K | 0.02% | 126 |
|
|
2015
Q4 | – | Sell |
-294,850
| Closed | -$15.1M | – | 158 |
|
|
2015
Q3 | $15.1M | Sell |
294,850
-422,890
| -59% | -$21.7M | 1.87% | 22 |
|
|
2015
Q2 | $40.4M | Buy |
717,740
+43,190
| +6% | +$2.43M | 3.28% | 6 |
|
|
2015
Q1 | $36.7M | Sell |
674,550
-272,650
| -29% | -$14.8M | 2.84% | 10 |
|
|
2014
Q4 | $51.9M | Buy |
947,200
+15,800
| +2% | +$866K | 4.56% | 4 |
|
|
2014
Q3 | $48.3M | Sell |
931,400
-24,500
| -3% | -$1.27M | 3.88% | 7 |
|
|
2014
Q2 | $50.2M | Buy |
955,900
+151,900
| +19% | +$7.98M | 9.53% | 2 |
|
|
2014
Q1 | $40M | Buy |
804,000
+777,200
| +2,900% | +$38.7M | 8.69% | 1 |
|
|
2013
Q4 | $1.22M | Buy |
+26,800
| New | +$1.22M | 0.31% | 55 |
|