Boston Research & 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 |
-5,945
| Closed | -$319K | – | 100 |
|
|
2019
Q4 | $319K | Hold |
5,945
| – | – | 0.12% | 87 |
|
|
2019
Q3 | $299K | Hold |
5,945
| – | – | 0.12% | 86 |
|
|
2019
Q2 | $281K | Hold |
5,945
| – | – | 0.11% | 89 |
|
|
2019
Q1 | $287K | Hold |
5,945
| – | – | 0.12% | 91 |
|
|
2018
Q4 | $273K | Hold |
5,945
| – | – | 0.13% | 90 |
|
|
2018
Q3 | $312K | Buy |
5,945
+240
| +4% | +$12.6K | 0.14% | 86 |
|
|
2018
Q2 | $316K | Hold |
5,705
| – | – | 0.16% | 85 |
|
|
2018
Q1 | $298K | Sell |
5,705
-48,324
| -89% | -$2.52M | 0.15% | 86 |
|
|
2017
Q4 | $3.28M | Sell |
54,029
-2,550
| -5% | -$155K | 1.64% | 29 |
|
|
2017
Q3 | $3.12M | Sell |
56,579
-460
| -0.8% | -$25.4K | 1.59% | 33 |
|
|
2017
Q2 | $3.16M | Sell |
57,039
-80
| -0.1% | -$4.43K | 1.71% | 28 |
|
|
2017
Q1 | $3.18M | Sell |
57,119
-1,690
| -3% | -$94.1K | 1.73% | 25 |
|
|
2016
Q4 | $3.24M | Sell |
58,809
-85
| -0.1% | -$4.68K | 1.84% | 21 |
|
|
2016
Q3 | $2.61M | Buy |
58,894
+1,998
| +4% | +$88.4K | 1.51% | 33 |
|
|
2016
Q2 | $2.69M | Buy |
56,896
+1,430
| +3% | +$67.7K | 1.63% | 29 |
|
|
2016
Q1 | $2.68M | Buy |
55,466
+740
| +1% | +$35.8K | 1.67% | 26 |
|
|
2015
Q4 | $2.97M | Buy |
54,726
+600
| +1% | +$32.6K | 1.85% | 18 |
|
|
2015
Q3 | $2.78M | Buy |
54,126
+115
| +0.2% | +$5.9K | 1.83% | 18 |
|
|
2015
Q2 | $3.04M | Buy |
54,011
+39
| +0.1% | +$2.19K | 1.92% | 15 |
|
|
2015
Q1 | $2.94M | Buy |
53,972
+400
| +0.7% | +$21.8K | 1.86% | 20 |
|
|
2014
Q4 | $2.94M | Buy |
53,572
+190
| +0.4% | +$10.4K | 1.84% | 15 |
|
|
2014
Q3 | $2.77M | Buy |
53,382
+1,873
| +4% | +$97.1K | 1.86% | 15 |
|
|
2014
Q2 | $2.71M | Sell |
51,509
-5,400
| -9% | -$284K | 1.87% | 15 |
|
|
2014
Q1 | $2.83M | Sell |
56,909
-66
| -0.1% | -$3.28K | 2.08% | 9 |
|
|
2013
Q4 | $2.59M | Buy |
56,975
+864
| +2% | +$39.2K | 1.99% | 11 |
|
|
2013
Q3 | $2.32M | Sell |
56,111
-230
| -0.4% | -$9.5K | 1.96% | 13 |
|
|
2013
Q2 | $2.33M | Buy |
+56,341
| New | +$2.33M | 2.07% | 9 |
|