Barrington Strategic Wealth Management Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $2.15M | Sell |
39,053
-965
| -2% | -$53.2K | 1.09% | 22 |
|
|
2017
Q2 | $2.22M | Sell |
40,018
-3,070
| -7% | -$170K | 1.13% | 20 |
|
|
2017
Q1 | $2.4M | Sell |
43,088
-1,195
| -3% | -$66.5K | 1.25% | 20 |
|
|
2016
Q4 | $2.44M | Sell |
44,283
-75
| -0.2% | -$4.13K | 1.31% | 19 |
|
|
2016
Q3 | $1.96M | Sell |
44,358
-269
| -0.6% | -$11.9K | 1.11% | 22 |
|
|
2016
Q2 | $2.11M | Sell |
44,627
-406
| -0.9% | -$19.2K | 1.21% | 19 |
|
|
2016
Q1 | $2.18M | Sell |
45,033
-850
| -2% | -$41.1K | 1.26% | 19 |
|
|
2015
Q4 | $2.49M | Buy |
45,883
+230
| +0.5% | +$12.5K | 1.46% | 16 |
|
|
2015
Q3 | $2.34M | Sell |
45,653
-351
| -0.8% | -$18K | 1.5% | 20 |
|
|
2015
Q2 | $2.59M | Buy |
46,004
+236
| +0.5% | +$13.3K | 1.56% | 19 |
|
|
2015
Q1 | $2.49M | Buy |
45,768
+250
| +0.5% | +$13.6K | 1.52% | 16 |
|
|
2014
Q4 | $2.5M | Buy |
45,518
+759
| +2% | +$41.6K | 1.6% | 15 |
|
|
2014
Q3 | $2.32M | Sell |
44,759
-1,153
| -3% | -$59.8K | 1.51% | 15 |
|
|
2014
Q2 | $2.41M | Sell |
45,912
-254
| -0.6% | -$13.3K | 1.54% | 15 |
|
|
2014
Q1 | $2.3M | Buy |
46,166
+1,450
| +3% | +$72.1K | 1.49% | 15 |
|
|
2013
Q4 | $2.03M | Buy |
44,716
+717
| +2% | +$32.6K | 1.35% | 19 |
|
|
2013
Q3 | $1.82M | Buy |
43,999
+2,114
| +5% | +$87.3K | 1.61% | 17 |
|
|
2013
Q2 | $1.73M | Buy |
+41,885
| New | +$1.73M | 1.42% | 18 |
|