Boys Arnold & Co’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-16,803
| Closed | -$482K | – | 223 |
|
|
2020
Q1 | $482K | Sell |
16,803
-5,034
| -23% | -$214K | 0.09% | 164 |
|
|
2019
Q4 | $1.18M | Sell |
21,837
-7
| -0% | -$367 | 0.16% | 119 |
|
|
2019
Q3 | $1.11M | Sell |
21,844
-9,720
| -31% | -$458K | 0.17% | 123 |
|
|
2019
Q2 | $1.49M | Sell |
31,564
-9,293
| -23% | -$435K | 0.22% | 97 |
|
|
2019
Q1 | $1.97M | Buy |
40,857
+8,844
| +28% | +$435K | 0.3% | 81 |
|
|
2018
Q4 | $1.47M | Buy |
32,013
+4,684
| +17% | +$240K | 0.24% | 99 |
|
|
2018
Q3 | $1.43M | Sell |
27,329
-4,700
| -15% | -$268K | 0.2% | 115 |
|
|
2018
Q2 | $1.78M | Sell |
32,029
-401
| -1% | -$21.5K | 0.26% | 95 |
|
|
2018
Q1 | $1.7M | Sell |
32,430
-1,825
| -5% | -$108K | 0.25% | 103 |
|
|
2017
Q4 | $2.08M | Buy |
34,255
+637
| +2% | +$36K | 0.31% | 84 |
|
|
2017
Q3 | $1.85M | Hold |
33,618
| – | – | 0.3% | 88 |
|
|
2017
Q2 | $1.86M | Sell |
33,618
-1,536
| -4% | -$82.3K | 0.24% | 92 |
|
|
2017
Q1 | $1.96M | Buy |
35,154
+461
| +1% | +$26.2K | 0.31% | 87 |
|
|
2016
Q4 | $1.91M | Sell |
34,693
-2,789
| -7% | -$140K | 0.32% | 86 |
|
|
2016
Q3 | $1.66M | Sell |
37,482
-1,073
| -3% | -$51.3K | 0.28% | 94 |
|
|
2016
Q2 | $1.82M | Buy |
38,555
+33,706
| +695% | +$1.64M | 0.31% | 91 |
|
|
2016
Q1 | $234K | Sell |
4,849
-34,373
| -88% | -$1.68M | 0.09% | 139 |
|
|
2015
Q4 | $2.13M | Buy |
39,222
+8,761
| +29% | +$476K | 0.23% | 110 |
|
|
2015
Q3 | $1.56M | Sell |
30,461
-79
| -0.3% | -$4.34K | 0.33% | 94 |
|
|
2015
Q2 | $1.72M | Sell |
30,540
-828
| -3% | -$46.2K | 0.33% | 90 |
|
|
2015
Q1 | $1.71M | Buy |
31,368
+1,125
| +4% | +$60.8K | 0.32% | 89 |
|
|
2014
Q4 | $1.66M | Buy |
30,243
+718
| +2% | +$38K | 0.32% | 86 |
|
|
2014
Q3 | $1.53M | Sell |
29,525
-715
| -2% | -$36.8K | 0.3% | 91 |
|
|
2014
Q2 | $1.59M | Buy |
30,240
+746
| +3% | +$37.5K | 0.27% | 91 |
|
|
2014
Q1 | $1.47M | Buy |
29,494
+10,882
| +58% | +$507K | 0.27% | 91 |
|
|
2013
Q4 | $845K | Sell |
18,612
-339
| -2% | -$14.6K | 0.16% | 112 |
|
|
2013
Q3 | $783K | Buy |
18,951
+1,273
| +7% | +$54.3K | 0.16% | 110 |
|
|
2013
Q2 | $730K | Buy |
+17,678
| New | +$689K | 0.16% | 110 |
|
Other funds holding WFC
