Dowling & Yahnke’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $6.53M | Buy |
162,398
+984
| +0.6% | +$39.6K | 0.3% | 83 |
|
|
2022
Q2 | $6.32M | Sell |
161,414
-1,848
| -1% | -$72.4K | 0.3% | 88 |
|
|
2022
Q1 | $7.91M | Sell |
163,262
-11,828
| -7% | -$573K | 0.34% | 82 |
|
|
2021
Q4 | $8.4M | Buy |
175,090
+15,840
| +10% | +$760K | 0.4% | 78 |
|
|
2021
Q3 | $7.39M | Buy |
159,250
+18,092
| +13% | +$840K | 0.41% | 78 |
|
|
2021
Q2 | $6.39M | Buy |
141,158
+3,467
| +3% | +$157K | 0.37% | 82 |
|
|
2021
Q1 | $5.38M | Buy |
137,691
+5,491
| +4% | +$215K | 0.37% | 87 |
|
|
2020
Q4 | $3.99M | Sell |
132,200
-1,874
| -1% | -$56.6K | 0.28% | 97 |
|
|
2020
Q3 | $3.15M | Sell |
134,074
-14,046
| -9% | -$330K | 0.25% | 107 |
|
|
2020
Q2 | $3.79M | Buy |
148,120
+27,671
| +23% | +$708K | 0.32% | 94 |
|
|
2020
Q1 | $3.46M | Sell |
120,449
-21,770
| -15% | -$625K | 0.33% | 85 |
|
|
2019
Q4 | $7.65M | Buy |
142,219
+178
| +0.1% | +$9.58K | 0.59% | 53 |
|
|
2019
Q3 | $7.17M | Sell |
142,041
-1,444
| -1% | -$72.8K | 0.59% | 53 |
|
|
2019
Q2 | $6.79M | Sell |
143,485
-2,311
| -2% | -$109K | 0.56% | 56 |
|
|
2019
Q1 | $7.05M | Sell |
145,796
-9,129
| -6% | -$441K | 0.68% | 47 |
|
|
2018
Q4 | $8.41M | Sell |
154,925
-2,152
| -1% | -$117K | 0.87% | 32 |
|
|
2018
Q3 | $8.26M | Sell |
157,077
-947
| -0.6% | -$49.8K | 0.72% | 38 |
|
|
2018
Q2 | $8.76M | Buy |
158,024
+69
| +0% | +$3.83K | 0.81% | 32 |
|
|
2018
Q1 | $8.28M | Sell |
157,955
-2,254
| -1% | -$118K | 0.78% | 33 |
|
|
2017
Q4 | $9.72M | Sell |
160,209
-2,607
| -2% | -$158K | 0.88% | 24 |
|
|
2017
Q3 | $8.98M | Buy |
162,816
+44
| +0% | +$2.43K | 0.91% | 23 |
|
|
2017
Q2 | $9.02M | Sell |
162,772
-958
| -0.6% | -$53.1K | 0.95% | 25 |
|
|
2017
Q1 | $9.11M | Sell |
163,730
-583
| -0.4% | -$32.4K | 0.97% | 22 |
|
|
2016
Q4 | $9.06M | Sell |
164,313
-3,861
| -2% | -$213K | 1.01% | 21 |
|
|
2016
Q3 | $7.45M | Buy |
168,174
+951
| +0.6% | +$42.1K | 0.87% | 25 |
|
|
2016
Q2 | $7.92M | Sell |
167,223
-8,070
| -5% | -$382K | 0.95% | 23 |
|
|
2016
Q1 | $8.48M | Buy |
175,293
+772
| +0.4% | +$37.3K | 1.05% | 17 |
|
|
2015
Q4 | $9.49M | Sell |
174,521
-82
| -0% | -$4.46K | 1.19% | 11 |
|
|
2015
Q3 | $8.97M | Buy |
174,603
+7,922
| +5% | +$407K | 1.22% | 13 |
|
|
2015
Q2 | $9.37M | Buy |
166,681
+5,292
| +3% | +$298K | 1.18% | 14 |
|
|
2015
Q1 | $8.78M | Buy |
161,389
+120
| +0.1% | +$6.53K | 1.1% | 16 |
|
|
2014
Q4 | $8.84M | Sell |
161,269
-407
| -0.3% | -$22.3K | 1.1% | 14 |
|
|
2014
Q3 | $8.39M | Sell |
161,676
-268
| -0.2% | -$13.9K | 1.1% | 14 |
|
|
2014
Q2 | $8.51M | Sell |
161,944
-837
| -0.5% | -$44K | 1.1% | 14 |
|
|
2014
Q1 | $8.1M | Buy |
162,781
+10,216
| +7% | +$508K | 1.07% | 14 |
|
|
2013
Q4 | $6.93M | Buy |
152,565
+3,047
| +2% | +$138K | 0.97% | 20 |
|
|
2013
Q3 | $6.18M | Buy |
149,518
+1,683
| +1% | +$69.5K | 0.97% | 19 |
|
|
2013
Q2 | $6.1M | Buy |
+147,835
| New | +$6.1M | 1.02% | 19 |
|