Bush ODonnell Investment Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $2.79M | Buy |
53,024
+3,439
| +7% | +$181K | 4.28% | 10 |
|
|
2018
Q2 | $2.75M | Sell |
49,585
-11,040
| -18% | -$612K | 4.65% | 10 |
|
|
2018
Q1 | $3.18M | Sell |
60,625
-37,470
| -38% | -$1.96M | 4.47% | 15 |
|
|
2017
Q4 | $5.95M | Sell |
98,095
-7,405
| -7% | -$449K | 4.84% | 12 |
|
|
2017
Q3 | $5.82M | Sell |
105,500
-20,690
| -16% | -$1.14M | 4.44% | 13 |
|
|
2017
Q2 | $6.99M | Sell |
126,190
-1,335
| -1% | -$74K | 4.32% | 15 |
|
|
2017
Q1 | $7.1M | Sell |
127,525
-545
| -0.4% | -$30.3K | 4.44% | 12 |
|
|
2016
Q4 | $7.06M | Sell |
128,070
-1,840
| -1% | -$101K | 4.71% | 12 |
|
|
2016
Q3 | $5.75M | Sell |
129,910
-2,760
| -2% | -$122K | 3.84% | 14 |
|
|
2016
Q2 | $6.28M | Sell |
132,670
-2,595
| -2% | -$123K | 4.18% | 14 |
|
|
2016
Q1 | $6.54M | Buy |
135,265
+70
| +0.1% | +$3.39K | 4.46% | 13 |
|
|
2015
Q4 | $7.35M | Sell |
135,195
-2,705
| -2% | -$147K | 5.11% | 10 |
|
|
2015
Q3 | $7.08M | Sell |
137,900
-6,895
| -5% | -$354K | 5.01% | 9 |
|
|
2015
Q2 | $8.14M | Buy |
+144,795
| New | +$8.14M | 4.99% | 9 |
|