Blue Chip Partners’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 |
-7,534
| Closed | -$405K | – | 165 |
|
|
2019
Q4 | $405K | Sell |
7,534
-1,118
| -13% | -$60.1K | 0.08% | 100 |
|
|
2019
Q3 | $436K | Sell |
8,652
-701
| -7% | -$35.3K | 0.09% | 90 |
|
|
2019
Q2 | $443K | Sell |
9,353
-136
| -1% | -$6.44K | 0.1% | 90 |
|
|
2019
Q1 | $458K | Sell |
9,489
-5,229
| -36% | -$252K | 0.11% | 89 |
|
|
2018
Q4 | $678K | Sell |
14,718
-29,306
| -67% | -$1.35M | 0.17% | 77 |
|
|
2018
Q3 | $2.31M | Sell |
44,024
-9,746
| -18% | -$512K | 0.56% | 48 |
|
|
2018
Q2 | $2.98M | Sell |
53,770
-26,346
| -33% | -$1.46M | 0.79% | 42 |
|
|
2018
Q1 | $4.2M | Sell |
80,116
-14,486
| -15% | -$759K | 1.16% | 33 |
|
|
2017
Q4 | $5.74M | Sell |
94,602
-2,499
| -3% | -$152K | 1.7% | 18 |
|
|
2017
Q3 | $5.36M | Buy |
97,101
+2,482
| +3% | +$137K | 1.72% | 17 |
|
|
2017
Q2 | $5.24M | Buy |
94,619
+10,331
| +12% | +$572K | 1.83% | 13 |
|
|
2017
Q1 | $4.69M | Buy |
84,288
+826
| +1% | +$46K | 1.78% | 14 |
|
|
2016
Q4 | $4.6M | Buy |
83,462
+2,416
| +3% | +$133K | 1.8% | 14 |
|
|
2016
Q3 | $3.59M | Sell |
81,046
-1,528
| -2% | -$67.7K | 1.59% | 22 |
|
|
2016
Q2 | $3.91M | Buy |
82,574
+5,647
| +7% | +$267K | 1.76% | 21 |
|
|
2016
Q1 | $3.72M | Buy |
76,927
+4,217
| +6% | +$204K | 1.81% | 18 |
|
|
2015
Q4 | $3.95M | Buy |
72,710
+8,256
| +13% | +$449K | 2.06% | 13 |
|
|
2015
Q3 | $3.31M | Buy |
64,454
+4,515
| +8% | +$232K | 2.11% | 13 |
|
|
2015
Q2 | $3.37M | Buy |
59,939
+6,210
| +12% | +$349K | 2.16% | 15 |
|
|
2015
Q1 | $2.92M | Sell |
53,729
-3,592
| -6% | -$195K | 1.98% | 20 |
|
|
2014
Q4 | $3.14M | Buy |
+57,321
| New | +$3.14M | 2.19% | 16 |
|