Columbia Partners Investment Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-100,220
| Closed | -$5.25M | – | 242 |
|
|
2018
Q1 | $5.25M | Buy |
+100,220
| New | +$5.25M | 0.67% | 38 |
|
|
2017
Q3 | – | Sell |
-5,790
| Closed | -$320K | – | 261 |
|
|
2017
Q2 | $320K | Sell |
5,790
-6,186
| -52% | -$342K | 0.04% | 218 |
|
|
2017
Q1 | $666K | Sell |
11,976
-13,195
| -52% | -$734K | 0.08% | 199 |
|
|
2016
Q4 | $1.39M | Sell |
25,171
-6
| -0% | -$331 | 0.12% | 206 |
|
|
2016
Q3 | $1.11M | Buy |
+25,177
| New | +$1.11M | 0.09% | 231 |
|
|
2015
Q3 | – | Sell |
-9,289
| Closed | -$522K | – | 384 |
|
|
2015
Q2 | $522K | Buy |
+9,289
| New | +$522K | 0.03% | 250 |
|
|
2014
Q4 | – | Sell |
-25,319
| Closed | -$1.31M | – | 364 |
|
|
2014
Q3 | $1.31M | Sell |
25,319
-171
| -0.7% | -$8.87K | 0.07% | 224 |
|
|
2014
Q2 | $1.34M | Sell |
25,490
-1,387
| -5% | -$72.9K | 0.06% | 237 |
|
|
2014
Q1 | $1.34M | Sell |
26,877
-1,613
| -6% | -$80.2K | 0.06% | 226 |
|
|
2013
Q4 | $1.29M | Buy |
28,490
+1,094
| +4% | +$49.7K | 0.06% | 221 |
|
|
2013
Q3 | $1.13M | Buy |
27,396
+314
| +1% | +$13K | 0.05% | 238 |
|
|
2013
Q2 | $1.12M | Buy |
+27,082
| New | +$1.12M | 0.05% | 241 |
|