Bridges Investment Counsel’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $2.84M | Sell |
46,855
-225
| -0.5% | -$13.6K | 1.57% | 17 |
|
|
2017
Q3 | $2.6M | Sell |
47,080
-65,642
| -58% | -$3.62M | 1.44% | 18 |
|
|
2017
Q2 | $6.25M | Buy |
112,722
+60,530
| +116% | +$3.35M | 1.42% | 23 |
|
|
2017
Q1 | $2.91M | Sell |
52,192
-65,208
| -56% | -$3.63M | 0.85% | 25 |
|
|
2016
Q4 | $6.47M | Sell |
117,400
-25,594
| -18% | -$1.41M | 1.57% | 18 |
|
|
2016
Q3 | $6.33M | Buy |
142,994
+2,800
| +2% | +$124K | 1.33% | 19 |
|
|
2016
Q2 | $6.64M | Buy |
140,194
+3,115
| +2% | +$147K | 1.46% | 18 |
|
|
2016
Q1 | $6.63M | Sell |
137,079
-40,662
| -23% | -$1.97M | 1.43% | 17 |
|
|
2015
Q4 | $10M | Hold |
177,741
| – | – | 1.73% | 14 |
|
|
2015
Q3 | $10M | Buy |
177,741
+43,357
| +32% | +$2.44M | 1.73% | 14 |
|
|
2015
Q2 | $7.56M | Sell |
134,384
-4,260
| -3% | -$240K | 1.78% | 11 |
|
|
2015
Q1 | $7.54M | Sell |
138,644
-25
| -0% | -$1.36K | 1.72% | 13 |
|
|
2014
Q4 | $7.6M | Sell |
138,669
-1,288
| -0.9% | -$70.6K | 1.74% | 13 |
|
|
2014
Q3 | $7.26M | Sell |
139,957
-1,254
| -0.9% | -$65K | 1.67% | 14 |
|
|
2014
Q2 | $7.42M | Sell |
141,211
-3,511
| -2% | -$185K | 1.7% | 14 |
|
|
2014
Q1 | $7.2M | Buy |
144,722
+5,236
| +4% | +$260K | 1.68% | 14 |
|
|
2013
Q4 | $6.33M | Buy |
139,486
+5,027
| +4% | +$228K | 1.45% | 22 |
|
|
2013
Q3 | $5.56M | Buy |
134,459
+8,824
| +7% | +$365K | 1.38% | 23 |
|
|
2013
Q2 | $5.19M | Buy |
+125,635
| New | +$5.19M | 1.33% | 24 |
|