Braver Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $5.48M | Buy |
99,359
+3,065
| +3% | +$169K | 0.89% | 33 |
|
|
2016
Q3 | $4.26M | Buy |
96,294
+1,679
| +2% | +$74.3K | 0.71% | 40 |
|
|
2016
Q2 | $4.48M | Buy |
94,615
+1,160
| +1% | +$54.9K | 0.76% | 36 |
|
|
2016
Q1 | $4.52M | Buy |
93,455
+40,941
| +78% | +$1.98M | 0.74% | 38 |
|
|
2015
Q4 | $2.86M | Buy |
52,514
+1,890
| +4% | +$103K | 0.59% | 44 |
|
|
2015
Q3 | $2.6M | Buy |
50,624
+11,401
| +29% | +$586K | 0.65% | 43 |
|
|
2015
Q2 | $2.21M | Buy |
39,223
+30
| +0.1% | +$1.69K | 0.54% | 41 |
|
|
2015
Q1 | $2.13M | Buy |
+39,193
| New | +$2.13M | 0.44% | 44 |
|
|
2014
Q4 | – | Sell |
-31,418
| Closed | -$1.63M | – | 93 |
|
|
2014
Q3 | $1.63M | Buy |
31,418
+51
| +0.2% | +$2.65K | 0.49% | 31 |
|
|
2014
Q2 | $1.65M | Sell |
31,367
-333
| -1% | -$17.5K | 0.43% | 38 |
|
|
2014
Q1 | $1.58M | Buy |
31,700
+1
| +0% | +$50 | 0.45% | 33 |
|
|
2013
Q4 | $1.44M | Sell |
31,699
-4,263
| -12% | -$194K | 0.5% | 41 |
|
|
2013
Q3 | $1.49M | Sell |
35,962
-868
| -2% | -$35.9K | 0.51% | 36 |
|
|
2013
Q2 | $1.52M | Buy |
+36,830
| New | +$1.52M | 0.7% | 26 |
|