Douglas C. Lane & Associates’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $2.43M | Sell |
44,679
-2,597
| -5% | -$141K | 0.07% | 139 |
|
|
2015
Q3 | $2.43M | Buy |
47,276
+5,922
| +14% | +$304K | 0.07% | 138 |
|
|
2015
Q2 | $2.33M | Sell |
41,354
-1,698
| -4% | -$95.5K | 0.06% | 138 |
|
|
2015
Q1 | $2.34M | Buy |
43,052
+3,789
| +10% | +$206K | 0.06% | 134 |
|
|
2014
Q4 | $2.15M | Buy |
39,263
+5,601
| +17% | +$307K | 0.06% | 133 |
|
|
2014
Q3 | $1.75M | Buy |
33,662
+11,344
| +51% | +$588K | 0.05% | 133 |
|
|
2014
Q2 | $1.17M | Buy |
22,318
+2,091
| +10% | +$110K | 0.04% | 139 |
|
|
2014
Q1 | $1.01M | Buy |
20,227
+2,470
| +14% | +$123K | 0.03% | 139 |
|
|
2013
Q4 | $806K | Buy |
17,757
+787
| +5% | +$35.7K | 0.03% | 140 |
|
|
2013
Q3 | $701K | Sell |
16,970
-3,860
| -19% | -$159K | 0.03% | 143 |
|
|
2013
Q2 | $860K | Buy |
+20,830
| New | +$860K | 0.03% | 137 |
|