Concert Wealth Management’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 |
-11,093
| Closed | -$615K | – | 145 |
|
|
2017
Q2 | $615K | Sell |
11,093
-16,049
| -59% | -$890K | 0.6% | 49 |
|
|
2017
Q1 | $1.5M | Sell |
27,142
-594
| -2% | -$32.8K | 0.34% | 79 |
|
|
2016
Q4 | $1.53M | Sell |
27,736
-83,234
| -75% | -$4.59M | 0.34% | 73 |
|
|
2016
Q3 | $4.9M | Buy |
110,970
+14,818
| +15% | +$654K | 0.6% | 25 |
|
|
2016
Q2 | $4.55M | Buy |
96,152
+21,498
| +29% | +$1.02M | 0.62% | 25 |
|
|
2016
Q1 | $3.61M | Buy |
74,654
+1,247
| +2% | +$60.3K | 0.48% | 41 |
|
|
2015
Q4 | $3.99M | Buy |
73,407
+2,011
| +3% | +$109K | 0.53% | 37 |
|
|
2015
Q3 | $3.67M | Buy |
71,396
+701
| +1% | +$36K | 0.5% | 36 |
|
|
2015
Q2 | $3.98M | Buy |
70,695
+7,678
| +12% | +$432K | 0.51% | 32 |
|
|
2015
Q1 | $1.64M | Sell |
63,017
-856
| -1% | -$22.2K | 0.47% | 50 |
|
|
2014
Q4 | $3.49M | Buy |
63,873
+18,516
| +41% | +$1.01M | 0.53% | 27 |
|
|
2014
Q3 | $2.35M | Sell |
45,357
-710
| -2% | -$36.8K | 0.32% | 31 |
|
|
2014
Q2 | $2.33M | Buy |
46,067
+277
| +0.6% | +$14K | 0.29% | 36 |
|
|
2014
Q1 | $2.26M | Sell |
45,790
-642
| -1% | -$31.6K | 0.28% | 36 |
|
|
2013
Q4 | $2.1M | Buy |
46,432
+14,542
| +46% | +$659K | 0.27% | 42 |
|
|
2013
Q3 | $1.31M | Sell |
31,890
-3,857
| -11% | -$159K | 0.19% | 83 |
|
|
2013
Q2 | $1.47M | Buy |
+35,747
| New | +$1.47M | 0.22% | 52 |
|