DLG
Daniel L. Goodwin’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $977K | Sell |
23,900
-600
| -2% | -$24.5K | 0.47% | 27 |
|
|
2023
Q2 | $1.05M | Sell |
24,500
-1,500
| -6% | -$64K | 0.5% | 28 |
|
|
2023
Q1 | $972K | Hold |
26,000
| – | – | 0.49% | 27 |
|
|
2022
Q4 | $1.07M | Buy |
26,000
+200
| +0.8% | +$8.26K | 0.54% | 27 |
|
|
2022
Q3 | $1.04M | Hold |
25,800
| – | – | 0.6% | 24 |
|
|
2022
Q2 | $1.01M | Hold |
25,800
| – | – | 0.56% | 26 |
|
|
2022
Q1 | $1.25M | Buy |
25,800
+100
| +0.4% | +$4.85K | 0.54% | 24 |
|
|
2021
Q4 | $1.23M | Hold |
25,700
| – | – | 0.54% | 28 |
|
|
2021
Q3 | $1.19M | Hold |
25,700
| – | – | 0.55% | 29 |
|
|
2021
Q2 | $1.16M | Hold |
25,700
| – | – | 0.55% | 28 |
|
|
2021
Q1 | $1.01M | Hold |
25,700
| – | – | 0.52% | 35 |
|
|
2020
Q4 | $775K | Sell |
25,700
-2,400
| -9% | -$72.4K | 0.46% | 41 |
|
|
2020
Q3 | $662K | Hold |
28,100
| – | – | 0.46% | 40 |
|
|
2020
Q2 | $719K | Sell |
28,100
-500
| -2% | -$12.8K | 0.45% | 39 |
|
|
2020
Q1 | $820K | Hold |
28,600
| – | – | 0.66% | 33 |
|
|
2019
Q4 | $1.54M | Sell |
28,600
-200
| -0.7% | -$10.8K | 0.67% | 21 |
|
|
2019
Q3 | $1.45M | Hold |
28,800
| – | – | 0.66% | 20 |
|
|
2019
Q2 | $1.36M | Hold |
28,800
| – | – | 0.62% | 22 |
|
|
2019
Q1 | $1.39M | Hold |
28,800
| – | – | 0.64% | 21 |
|
|
2018
Q4 | $1.33M | Hold |
28,800
| – | – | 0.7% | 19 |
|
|
2018
Q3 | $1.52M | Hold |
28,800
| – | – | 0.72% | 17 |
|
|
2018
Q2 | $1.6M | Hold |
28,800
| – | – | 0.74% | 15 |
|
|
2018
Q1 | $1.51M | Hold |
28,800
| – | – | 0.74% | 15 |
|
|
2017
Q4 | $1.75M | Hold |
28,800
| – | – | 0.76% | 14 |
|
|
2017
Q3 | $1.59M | Sell |
28,800
-1,200
| -4% | -$66.2K | 0.71% | 16 |
|
|
2017
Q2 | $1.66M | Hold |
30,000
| – | – | 0.75% | 16 |
|
|
2017
Q1 | $1.67M | Hold |
30,000
| – | – | 0.7% | 17 |
|
|
2016
Q4 | $1.65M | Hold |
30,000
| – | – | 0.66% | 17 |
|
|
2016
Q3 | $1.33M | Hold |
30,000
| – | – | 0.47% | 22 |
|
|
2016
Q2 | $1.42M | Hold |
30,000
| – | – | 0.46% | 22 |
|
|
2016
Q1 | $1.45M | Buy |
30,000
+10,000
| +50% | +$484K | 0.34% | 18 |
|
|
2015
Q4 | $1.09M | Hold |
20,000
| – | – | 0.26% | 28 |
|
|
2015
Q3 | $1.03M | Hold |
20,000
| – | – | 0.28% | 29 |
|
|
2015
Q2 | $1.13M | Hold |
20,000
| – | – | 0.3% | 24 |
|
|
2015
Q1 | $1.09M | Hold |
20,000
| – | – | 0.24% | 26 |
|
|
2014
Q4 | $1.1M | Hold |
20,000
| – | – | 0.2% | 42 |
|
|
2014
Q3 | $1.04M | Sell |
20,000
-7,500
| -27% | -$389K | 0.23% | 39 |
|
|
2014
Q2 | $1.45M | Hold |
27,500
| – | – | 0.26% | 34 |
|
|
2014
Q1 | $1.37M | Sell |
27,500
-29,000
| -51% | -$1.44M | 0.25% | 36 |
|
|
2013
Q4 | $2.57M | Hold |
56,500
| – | – | 0.49% | 21 |
|
|
2013
Q3 | $2.34M | Hold |
56,500
| – | – | 0.47% | 22 |
|
|
2013
Q2 | $2.33M | Buy |
+56,500
| New | +$2.33M | 0.45% | 23 |
|