Davidson & Garrard’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 | $1.44M | Sell |
26,039
-2,095
| -7% | -$116K | 0.34% | 78 |
|
|
2017
Q2 | $1.56M | Sell |
28,134
-1,148
| -4% | -$63.6K | 0.37% | 75 |
|
|
2017
Q1 | $1.63M | Sell |
29,282
-524
| -2% | -$29.2K | 0.39% | 74 |
|
|
2016
Q4 | $1.64M | Sell |
29,806
-32,333
| -52% | -$1.78M | 0.41% | 73 |
|
|
2016
Q3 | $2.75M | Sell |
62,139
-4,892
| -7% | -$217K | 0.68% | 55 |
|
|
2016
Q2 | $3.17M | Buy |
67,031
+1,169
| +2% | +$55.3K | 0.78% | 50 |
|
|
2016
Q1 | $3.19M | Buy |
65,862
+4,913
| +8% | +$238K | 0.82% | 46 |
|
|
2015
Q4 | $3.31M | Buy |
60,949
+3,469
| +6% | +$189K | 0.82% | 44 |
|
|
2015
Q3 | $2.95M | Buy |
57,480
+10,993
| +24% | +$565K | 0.76% | 51 |
|
|
2015
Q2 | $2.61M | Buy |
46,487
+5,682
| +14% | +$320K | 0.61% | 62 |
|
|
2015
Q1 | $2.22M | Buy |
40,805
+998
| +3% | +$54.3K | 0.51% | 77 |
|
|
2014
Q4 | $2.18M | Buy |
39,807
+169
| +0.4% | +$9.26K | 0.51% | 74 |
|
|
2014
Q3 | $2.06M | Sell |
39,638
-126
| -0.3% | -$6.54K | 0.5% | 72 |
|
|
2014
Q2 | $2.09M | Buy |
39,764
+1,165
| +3% | +$61.2K | 0.5% | 71 |
|
|
2014
Q1 | $1.92M | Sell |
38,599
-58
| -0.2% | -$2.89K | 0.48% | 73 |
|
|
2013
Q4 | $1.76M | Sell |
38,657
-849
| -2% | -$38.5K | 0.45% | 72 |
|
|
2013
Q3 | $1.63M | Buy |
39,506
+55
| +0.1% | +$2.27K | 0.46% | 69 |
|
|
2013
Q2 | $1.63M | Buy |
+39,451
| New | +$1.63M | 0.48% | 64 |
|