Berman Capital Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $452K | Buy |
9,756
+4,185
| +75% | +$194K | 0.07% | 145 |
|
|
2021
Q2 | $252K | Buy |
5,571
+2,425
| +77% | +$110K | 0.04% | 198 |
|
|
2021
Q1 | $122K | Buy |
3,146
+1,752
| +126% | +$67.9K | 0.03% | 263 |
|
|
2020
Q4 | $41K | Sell |
1,394
-3,688
| -73% | -$108K | 0.01% | 463 |
|
|
2020
Q3 | $119K | Buy |
5,082
+3,846
| +311% | +$90.1K | 0.03% | 206 |
|
|
2020
Q2 | $31K | Sell |
1,236
-1,431
| -54% | -$35.9K | 0.01% | 437 |
|
|
2020
Q1 | $74K | Sell |
2,667
-6,711
| -72% | -$186K | 0.02% | 237 |
|
|
2019
Q4 | $504K | Buy |
9,378
+281
| +3% | +$15.1K | 0.15% | 65 |
|
|
2019
Q3 | $458K | Buy |
9,097
+1,320
| +17% | +$66.5K | 0.14% | 73 |
|
|
2019
Q2 | $366K | Sell |
7,777
-889
| -10% | -$41.8K | 0.12% | 82 |
|
|
2019
Q1 | $417K | Sell |
8,666
-423
| -5% | -$20.4K | 0.14% | 72 |
|
|
2018
Q4 | $417K | Buy |
9,089
+1,893
| +26% | +$86.9K | 0.16% | 57 |
|
|
2018
Q3 | $379K | Buy |
7,196
+115
| +2% | +$6.06K | 0.16% | 66 |
|
|
2018
Q2 | $392K | Buy |
7,081
+566
| +9% | +$31.3K | 0.14% | 71 |
|
|
2018
Q1 | $341K | Buy |
6,515
+2,307
| +55% | +$121K | 0.13% | 74 |
|
|
2017
Q4 | $255K | Buy |
+4,208
| New | +$255K | 0.08% | 86 |
|