Bingham Osborn & Scarborough’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 | – | Sell |
-9,760
| Closed | -$442K | – | 168 |
|
|
2021
Q2 | $442K | Buy |
9,760
+2,508
| +35% | +$114K | 0.03% | 105 |
|
|
2021
Q1 | $283K | Sell |
7,252
-2,353
| -24% | -$91.8K | 0.02% | 119 |
|
|
2020
Q4 | $290K | Sell |
9,605
-126,066
| -93% | -$3.81M | 0.02% | 108 |
|
|
2020
Q3 | $3.19M | Sell |
135,671
-299
| -0.2% | -$7.03K | 0.24% | 33 |
|
|
2020
Q2 | $3.48M | Buy |
135,970
+3,594
| +3% | +$92K | 0.28% | 32 |
|
|
2020
Q1 | $3.8M | Sell |
132,376
-2,482
| -2% | -$71.2K | 0.37% | 27 |
|
|
2019
Q4 | $7.26M | Buy |
134,858
+224
| +0.2% | +$12.1K | 0.59% | 19 |
|
|
2019
Q3 | $6.79M | Sell |
134,634
-412
| -0.3% | -$20.8K | 0.6% | 19 |
|
|
2019
Q2 | $6.39M | Buy |
135,046
+450
| +0.3% | +$21.3K | 0.57% | 19 |
|
|
2019
Q1 | $6.5M | Sell |
134,596
-868
| -0.6% | -$41.9K | 0.6% | 18 |
|
|
2018
Q4 | $6.24M | Buy |
135,464
+287
| +0.2% | +$13.2K | 0.64% | 18 |
|
|
2018
Q3 | $7.11M | Buy |
135,177
+1,075
| +0.8% | +$56.5K | 0.63% | 17 |
|
|
2018
Q2 | $7.44M | Buy |
134,102
+522
| +0.4% | +$28.9K | 0.7% | 17 |
|
|
2018
Q1 | $7M | Sell |
133,580
-471
| -0.4% | -$24.7K | 0.66% | 18 |
|
|
2017
Q4 | $8.13M | Buy |
134,051
+8,976
| +7% | +$545K | 0.74% | 16 |
|
|
2017
Q3 | $6.9M | Sell |
125,075
-821
| -0.7% | -$45.3K | 0.65% | 17 |
|
|
2017
Q2 | $6.98M | Buy |
125,896
+195
| +0.2% | +$10.8K | 0.67% | 15 |
|
|
2017
Q1 | $7M | Buy |
125,701
+1,002
| +0.8% | +$55.8K | 0.69% | 15 |
|
|
2016
Q4 | $6.87M | Sell |
124,699
-759
| -0.6% | -$41.8K | 0.72% | 15 |
|
|
2016
Q3 | $5.56M | Sell |
125,458
-1,313
| -1% | -$58.1K | 0.59% | 18 |
|
|
2016
Q2 | $6M | Buy |
126,771
+587
| +0.5% | +$27.8K | 0.69% | 15 |
|
|
2016
Q1 | $6.1M | Buy |
126,184
+1,550
| +1% | +$75K | 0.71% | 15 |
|
|
2015
Q4 | $6.78M | Buy |
124,634
+4
| +0% | +$217 | 0.83% | 15 |
|
|
2015
Q3 | $6.4M | Sell |
124,630
-11,996
| -9% | -$616K | 0.8% | 15 |
|
|
2015
Q2 | $7.68M | Buy |
136,626
+1,288
| +1% | +$72.4K | 0.93% | 13 |
|
|
2015
Q1 | $7.36M | Sell |
135,338
-721
| -0.5% | -$39.2K | 0.88% | 14 |
|
|
2014
Q4 | $7.46M | Sell |
136,059
-329
| -0.2% | -$18K | 0.9% | 14 |
|
|
2014
Q3 | $7.07M | Buy |
136,388
+127,331
| +1,406% | +$6.6M | 0.89% | 14 |
|
|
2014
Q2 | $476K | Sell |
9,057
-61
| -0.7% | -$3.21K | 0.06% | 65 |
|
|
2014
Q1 | $454K | Buy |
9,118
+378
| +4% | +$18.8K | 0.06% | 65 |
|
|
2013
Q4 | $397K | Sell |
8,740
-1,247
| -12% | -$56.6K | 0.06% | 64 |
|
|
2013
Q3 | $413K | Sell |
9,987
-1,054
| -10% | -$43.6K | 0.07% | 58 |
|
|
2013
Q2 | $456K | Buy |
+11,041
| New | +$456K | 0.08% | 53 |
|