Cornerstone Advisors (Washington)’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $237K | Sell |
10,085
-2,315
| -19% | -$54.4K | 0.03% | 94 |
|
|
2020
Q2 | $317K | Sell |
12,400
-455
| -4% | -$11.6K | 0.03% | 64 |
|
|
2020
Q1 | $369K | Buy |
12,855
+1,214
| +10% | +$34.8K | 0.05% | 43 |
|
|
2019
Q4 | $626K | Buy |
11,641
+499
| +4% | +$26.8K | 0.08% | 34 |
|
|
2019
Q3 | $562K | Buy |
11,142
+723
| +7% | +$36.5K | 0.07% | 29 |
|
|
2019
Q2 | $493K | Buy |
10,419
+39
| +0.4% | +$1.85K | 0.05% | 58 |
|
|
2019
Q1 | $502K | Buy |
10,380
+1,116
| +12% | +$54K | 0.05% | 56 |
|
|
2018
Q4 | $427K | Sell |
9,264
-71
| -0.8% | -$3.27K | 0.08% | 57 |
|
|
2018
Q3 | $491K | Sell |
9,335
-670
| -7% | -$35.2K | 0.32% | 49 |
|
|
2018
Q2 | $555K | Buy |
10,005
+253
| +3% | +$14K | 0.38% | 42 |
|
|
2018
Q1 | $511K | Sell |
9,752
-11
| -0.1% | -$576 | 0.35% | 42 |
|
|
2017
Q4 | $592K | Hold |
9,763
| – | – | 0.39% | 32 |
|
|
2017
Q3 | $538K | Buy |
9,763
+625
| +7% | +$34.4K | 0.37% | 37 |
|
|
2017
Q2 | $506K | Sell |
9,138
-805
| -8% | -$44.6K | 0.28% | 40 |
|
|
2017
Q1 | $553K | Sell |
9,943
-13
| -0.1% | -$723 | 0.3% | 39 |
|
|
2016
Q4 | $549K | Buy |
9,956
+591
| +6% | +$32.6K | 0.46% | 33 |
|
|
2016
Q3 | $415K | Sell |
9,365
-330
| -3% | -$14.6K | 0.35% | 34 |
|
|
2016
Q2 | $459K | Sell |
9,695
-962
| -9% | -$45.5K | 0.47% | 24 |
|
|
2016
Q1 | $515K | Buy |
10,657
+775
| +8% | +$37.5K | 0.54% | 18 |
|
|
2015
Q4 | $537K | Sell |
9,882
-2,989
| -23% | -$162K | 0.59% | 17 |
|
|
2015
Q3 | $661K | Buy |
12,871
+583
| +5% | +$29.9K | 0.58% | 17 |
|
|
2015
Q2 | $691K | Hold |
12,288
| – | – | 0.57% | 18 |
|
|
2015
Q1 | $668K | Buy |
12,288
+914
| +8% | +$49.7K | 0.52% | 17 |
|
|
2014
Q4 | $624K | Buy |
11,374
+5,565
| +96% | +$305K | 0.46% | 19 |
|
|
2014
Q3 | $301K | Sell |
5,809
-96
| -2% | -$4.97K | 0.25% | 31 |
|
|
2014
Q2 | $310K | Buy |
5,905
+38
| +0.6% | +$2K | 0.29% | 34 |
|
|
2014
Q1 | $292K | Buy |
5,867
+1,367
| +30% | +$68K | 0.34% | 26 |
|
|
2013
Q4 | $204K | Hold |
4,500
| – | – | 0.29% | 35 |
|
|
2013
Q3 | $186K | Buy |
+4,500
| New | +$186K | 0.32% | 34 |
|