Eads & Heald 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 |
-18,654
| Closed | -$1M | – | 130 |
|
|
2019
Q4 | $1M | Sell |
18,654
-1,156
| -6% | -$62.2K | 0.53% | 80 |
|
|
2019
Q3 | $999K | Sell |
19,810
-322
| -2% | -$16.2K | 0.56% | 76 |
|
|
2019
Q2 | $953K | Sell |
20,132
-85
| -0.4% | -$4.02K | 0.54% | 80 |
|
|
2019
Q1 | $977K | Buy |
20,217
+1,047
| +5% | +$50.6K | 0.57% | 78 |
|
|
2018
Q4 | $883K | Sell |
19,170
-2,025
| -10% | -$93.3K | 0.59% | 75 |
|
|
2018
Q3 | $1.11M | Sell |
21,195
-190
| -0.9% | -$9.99K | 0.64% | 70 |
|
|
2018
Q2 | $1.19M | Buy |
21,385
+363
| +2% | +$20.1K | 0.73% | 66 |
|
|
2018
Q1 | $1.1M | Sell |
21,022
-1,410
| -6% | -$73.9K | 0.7% | 71 |
|
|
2017
Q4 | $1.36M | Sell |
22,432
-62
| -0.3% | -$3.76K | 0.8% | 60 |
|
|
2017
Q3 | $1.24M | Sell |
22,494
-4,769
| -17% | -$263K | 0.77% | 63 |
|
|
2017
Q2 | $1.51M | Sell |
27,263
-315
| -1% | -$17.5K | 0.97% | 46 |
|
|
2017
Q1 | $1.54M | Buy |
27,578
+1,870
| +7% | +$104K | 0.99% | 47 |
|
|
2016
Q4 | $1.42M | Sell |
25,708
-995
| -4% | -$54.8K | 0.97% | 48 |
|
|
2016
Q3 | $1.18M | Sell |
26,703
-412
| -2% | -$18.2K | 0.81% | 58 |
|
|
2016
Q2 | $1.28M | Sell |
27,115
-878
| -3% | -$41.5K | 0.88% | 55 |
|
|
2016
Q1 | $1.35M | Sell |
27,993
-479
| -2% | -$23.2K | 0.94% | 50 |
|
|
2015
Q4 | $1.55M | Buy |
28,472
+175
| +0.6% | +$9.52K | 1.07% | 37 |
|
|
2015
Q3 | $1.45M | Buy |
28,297
+115
| +0.4% | +$5.91K | 1.04% | 37 |
|
|
2015
Q2 | $1.59M | Buy |
28,182
+3
| +0% | +$169 | 1.04% | 40 |
|
|
2015
Q1 | $1.53M | Sell |
28,179
-1,293
| -4% | -$70.3K | 0.99% | 46 |
|
|
2014
Q4 | $1.62M | Sell |
29,472
-525
| -2% | -$28.8K | 1.03% | 43 |
|
|
2014
Q3 | $1.56M | Buy |
29,997
+6,254
| +26% | +$324K | 1.05% | 46 |
|
|
2014
Q2 | $1.25M | Sell |
23,743
-3,972
| -14% | -$209K | 0.83% | 60 |
|
|
2014
Q1 | $1.38M | Buy |
27,715
+2,253
| +9% | +$112K | 0.91% | 56 |
|
|
2013
Q4 | $1.16M | Sell |
25,462
-354
| -1% | -$16.1K | 0.77% | 63 |
|
|
2013
Q3 | $1.07M | Buy |
25,816
+7,194
| +39% | +$297K | 0.76% | 66 |
|
|
2013
Q2 | $769K | Buy |
+18,622
| New | +$769K | 0.54% | 79 |
|