Doyle Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-313,068
| Closed | -$16.8M | – | 217 |
|
|
2019
Q4 | $16.8M | Buy |
313,068
+11,079
| +4% | +$596K | 2.11% | 16 |
|
|
2019
Q3 | $15.2M | Sell |
301,989
-1,803
| -0.6% | -$90.9K | 2.1% | 15 |
|
|
2019
Q2 | $14.4M | Buy |
303,792
+153
| +0.1% | +$7.24K | 1.99% | 15 |
|
|
2019
Q1 | $14.3M | Sell |
303,639
-7,218
| -2% | -$340K | 2.08% | 16 |
|
|
2018
Q4 | $14.3M | Buy |
310,857
+31,618
| +11% | +$1.46M | 2.42% | 12 |
|
|
2018
Q3 | $14.7M | Buy |
279,239
+7,440
| +3% | +$391K | 2.28% | 14 |
|
|
2018
Q2 | $15.1M | Buy |
271,799
+11,677
| +4% | +$647K | 2.49% | 10 |
|
|
2018
Q1 | $13.6M | Buy |
260,122
+43,946
| +20% | +$2.3M | 2.29% | 15 |
|
|
2017
Q4 | $13.1M | Buy |
216,176
+5,761
| +3% | +$350K | 2.22% | 16 |
|
|
2017
Q3 | $11.6M | Buy |
210,415
+4,018
| +2% | +$222K | 2.03% | 19 |
|
|
2017
Q2 | $11.4M | Buy |
206,397
+16,281
| +9% | +$902K | 2.12% | 16 |
|
|
2017
Q1 | $10.6M | Buy |
+190,116
| New | +$10.6M | 2.16% | 16 |
|