Charles Schwab Investment Advisory’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,244,517
| Closed | -$444M | – | 167 |
|
|
2019
Q4 | $444M | Buy |
8,244,517
+229,459
| +3% | +$12.3M | 0.63% | 37 |
|
|
2019
Q3 | $404M | Buy |
8,015,058
+301,771
| +4% | +$15.2M | 0.62% | 40 |
|
|
2019
Q2 | $365M | Buy |
7,713,287
+347,415
| +5% | +$16.4M | 0.58% | 45 |
|
|
2019
Q1 | $356M | Buy |
7,365,872
+1,338,422
| +22% | +$64.7M | 0.6% | 40 |
|
|
2018
Q4 | $278M | Buy |
6,027,450
+154,930
| +3% | +$7.14M | 0.53% | 55 |
|
|
2018
Q3 | $309M | Buy |
5,872,520
+78,506
| +1% | +$4.13M | 0.53% | 55 |
|
|
2018
Q2 | $321M | Buy |
+5,794,014
| New | +$321M | 0.59% | 46 |
|