BMT Investment Advisors’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 | $1.48M | Hold |
51,469
| – | – | 0.93% | 58 |
|
|
2019
Q4 | $2.77M | Buy |
51,469
+6,100
| +13% | +$328K | 1.27% | 33 |
|
|
2019
Q3 | $2.29M | Buy |
45,369
+1,541
| +4% | +$77.7K | 1.17% | 46 |
|
|
2019
Q2 | $2.07M | Buy |
43,828
+2,440
| +6% | +$115K | 1.09% | 53 |
|
|
2019
Q1 | $2M | Hold |
41,388
| – | – | 1.09% | 54 |
|
|
2018
Q4 | $1.91M | Hold |
41,388
| – | – | 1.21% | 41 |
|
|
2018
Q3 | $2.18M | Buy |
41,388
+1,500
| +4% | +$78.8K | 1.25% | 38 |
|
|
2018
Q2 | $2.21M | Buy |
39,888
+11,644
| +41% | +$645K | 1.41% | 18 |
|
|
2018
Q1 | $1.48M | Buy |
28,244
+1,755
| +7% | +$92K | 1% | 71 |
|
|
2017
Q4 | $1.61M | Buy |
26,489
+3,413
| +15% | +$207K | 1.16% | 45 |
|
|
2017
Q3 | $1.27M | Buy |
+23,076
| New | +$1.27M | 1.17% | 49 |
|