Bredin Investment’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-21,438
| Closed | -$1.08M | – | 76 |
|
|
2019
Q3 | $1.08M | Hold |
21,438
| – | – | 0.94% | 32 |
|
|
2019
Q2 | $1.02M | Hold |
21,438
| – | – | 0.89% | 32 |
|
|
2019
Q1 | $1.04M | Hold |
21,438
| – | – | 0.9% | 29 |
|
|
2018
Q4 | $988K | Hold |
21,438
| – | – | 0.93% | 23 |
|
|
2018
Q3 | $1.13M | Hold |
21,438
| – | – | 0.92% | 25 |
|
|
2018
Q2 | $1.19M | Hold |
21,438
| – | – | 0.91% | 20 |
|
|
2018
Q1 | $1.12M | Hold |
21,438
| – | – | 0.97% | 19 |
|
|
2017
Q4 | $1.31M | Buy |
+21,438
| New | +$1.31M | 1.06% | 18 |
|