Denver Investment Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $1.96M | Sell |
37,302
-1,958
| -5% | -$103K | 0.1% | 174 |
|
|
2017
Q4 | $2.38M | Sell |
39,260
-1,017
| -3% | -$61.7K | 0.12% | 159 |
|
|
2017
Q3 | $2.22M | Hold |
40,277
| – | – | 0.11% | 167 |
|
|
2017
Q2 | $2.23M | Sell |
40,277
-122
| -0.3% | -$6.76K | 0.1% | 173 |
|
|
2017
Q1 | $2.25M | Sell |
40,399
-4,806
| -11% | -$268K | 0.1% | 170 |
|
|
2016
Q4 | $2.49M | Sell |
45,205
-2,746
| -6% | -$151K | 0.11% | 156 |
|
|
2016
Q3 | $2.12M | Sell |
47,951
-25,009
| -34% | -$1.11M | 0.09% | 185 |
|
|
2016
Q2 | $3.45M | Sell |
72,960
-1,249
| -2% | -$59.1K | 0.16% | 158 |
|
|
2016
Q1 | $3.59M | Sell |
74,209
-3,700
| -5% | -$179K | 0.16% | 154 |
|
|
2015
Q4 | $4.24M | Sell |
77,909
-1,154
| -1% | -$62.7K | 0.19% | 144 |
|
|
2015
Q3 | $4.06M | Sell |
79,063
-23,204
| -23% | -$1.19M | 0.18% | 143 |
|
|
2015
Q2 | $5.75M | Sell |
102,267
-13,768
| -12% | -$774K | 0.21% | 124 |
|
|
2015
Q1 | $6.31M | Sell |
116,035
-30,642
| -21% | -$1.67M | 0.21% | 125 |
|
|
2014
Q4 | $8.04M | Sell |
146,677
-9,638
| -6% | -$528K | 0.26% | 108 |
|
|
2014
Q3 | $8.11M | Buy |
156,315
+1,168
| +0.8% | +$60.6K | 0.27% | 106 |
|
|
2014
Q2 | $8.16M | Sell |
155,147
-515
| -0.3% | -$27.1K | 0.25% | 112 |
|
|
2014
Q1 | $7.74M | Sell |
155,662
-2,683
| -2% | -$133K | 0.23% | 136 |
|
|
2013
Q4 | $7.19K | Buy |
158,345
+8,618
| +6% | +$391 | 0.2% | 157 |
|
|
2013
Q3 | $6.19M | Sell |
149,727
-1,170
| -0.8% | -$48.3K | 0.13% | 203 |
|
|
2013
Q2 | $6.23M | Buy |
+150,897
| New | +$6.23M | 0.14% | 193 |
|