Buckingham Capital Management (Ohio)’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-10,980
| Closed | -$608K | – | 143 |
|
|
2017
Q2 | $608K | Sell |
10,980
-2,270
| -17% | -$126K | 0.14% | 119 |
|
|
2017
Q1 | $737K | Sell |
13,250
-1,552
| -10% | -$86.3K | 0.17% | 115 |
|
|
2016
Q4 | $816K | Sell |
14,802
-2,193
| -13% | -$121K | 0.2% | 108 |
|
|
2016
Q3 | $753K | Sell |
16,995
-760
| -4% | -$33.7K | 0.19% | 112 |
|
|
2016
Q2 | $840K | Sell |
17,755
-705
| -4% | -$33.4K | 0.22% | 108 |
|
|
2016
Q1 | $893K | Sell |
18,460
-175
| -0.9% | -$8.47K | 0.24% | 105 |
|
|
2015
Q4 | $1.01M | Sell |
18,635
-150
| -0.8% | -$8.15K | 0.28% | 94 |
|
|
2015
Q3 | $965K | Sell |
18,785
-798
| -4% | -$41K | 0.28% | 93 |
|
|
2015
Q2 | $1.11M | Sell |
19,583
-395
| -2% | -$22.4K | 0.31% | 92 |
|
|
2015
Q1 | $1.09M | Sell |
19,978
-650
| -3% | -$35.4K | 0.31% | 95 |
|
|
2014
Q4 | $1.13M | Sell |
20,628
-544
| -3% | -$29.8K | 0.34% | 95 |
|
|
2014
Q3 | $1.1M | Sell |
21,172
-3,150
| -13% | -$163K | 0.34% | 96 |
|
|
2014
Q2 | $1.28M | Sell |
24,322
-125
| -0.5% | -$6.57K | 0.4% | 81 |
|
|
2014
Q1 | $1.22M | Sell |
24,447
-638
| -3% | -$31.7K | 0.41% | 78 |
|
|
2013
Q4 | $1.14M | Sell |
25,085
-321
| -1% | -$14.6K | 0.4% | 80 |
|
|
2013
Q3 | $1.06M | Sell |
25,406
-350
| -1% | -$14.6K | 0.43% | 80 |
|
|
2013
Q2 | $1.06M | Buy |
+25,756
| New | +$1.06M | 0.44% | 69 |
|