Barton Investment 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	-3,900	Closed	-$210K	–	42
2019 Q4	$210K	Buy	+3,900	New	+$210K	0.03%	42
2019 Q3	–	Sell	-7,020	Closed	-$332K	–	40
2019 Q2	$332K	Sell	7,020 -725	-9%	-$34.3K	0.05%	38
2019 Q1	$374K	Hold	7,745	–	–	0.06%	37
2018 Q4	$357K	Hold	7,745	–	–	0.07%	37
2018 Q3	$407K	Hold	7,745	–	–	0.06%	35
2018 Q2	$429K	Hold	7,745	–	–	0.07%	34
2018 Q1	$406K	Sell	7,745 -675	-8%	-$35.4K	0.07%	35
2017 Q4	$511K	Hold	8,420	–	–	0.11%	34
2017 Q3	$464K	Hold	8,420	–	–	0.11%	34
2017 Q2	$467K	Sell	8,420 -180	-2%	-$9.98K	0.12%	33
2017 Q1	$478K	Hold	8,600	–	–	0.14%	34
2016 Q4	$473K	Hold	8,600	–	–	0.16%	30
2016 Q3	$380K	Sell	8,600 -875	-9%	-$38.7K	0.13%	35
2016 Q2	$448K	Sell	9,475 -2,551	-21%	-$121K	0.16%	34
2016 Q1	$581K	Buy	12,026 +2,551	+27%	+$123K	0.16%	32
2015 Q4	$515K	Hold	9,475	–	–	0.17%	29
2015 Q3	$486K	Hold	9,475	–	–	0.18%	32
2015 Q2	$533K	Hold	9,475	–	–	0.19%	34
2015 Q1	$515K	Hold	9,475	–	–	0.19%	33
2014 Q4	$519K	Hold	9,475	–	–	0.2%	33
2014 Q3	$491K	Hold	9,475	–	–	0.19%	34
2014 Q2	$498K	Hold	9,475	–	–	0.19%	33
2014 Q1	$471K	Hold	9,475	–	–	0.19%	34
2013 Q4	$430K	Hold	9,475	–	–	0.17%	39
2013 Q3	$392K	Hold	9,475	–	–	0.18%	39
2013 Q2	$391K	Buy	+9,475	New	+$391K	0.2%	40