EDMP Inc’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-84,476
| Closed | -$4.09M | – | 58 |
|
|
2020
Q1 | $4.09M | Buy |
+84,476
| New | +$4.09M | 3.62% | 7 |
|
|
2016
Q4 | – | Sell |
-82,868
| Closed | -$3.67M | – | 68 |
|
|
2016
Q3 | $3.67M | Sell |
82,868
-606
| -0.7% | -$26.8K | 3.51% | 9 |
|
|
2016
Q2 | $3.95M | Sell |
83,474
-1,002
| -1% | -$47.4K | 3.84% | 6 |
|
|
2016
Q1 | $4.09M | Sell |
84,476
-1,600
| -2% | -$77.4K | 3.91% | 5 |
|
|
2015
Q4 | $4.68M | Sell |
86,076
-284
| -0.3% | -$15.4K | 4.49% | 4 |
|
|
2015
Q3 | $4.44M | Sell |
86,360
-963
| -1% | -$49.5K | 4.51% | 3 |
|
|
2015
Q2 | $4.91M | Sell |
87,323
-1,944
| -2% | -$109K | 4.7% | 4 |
|
|
2015
Q1 | $4.86M | Sell |
89,267
-202
| -0.2% | -$11K | 4.47% | 6 |
|
|
2014
Q4 | $4.91M | Sell |
89,469
-3,585
| -4% | -$197K | 4.59% | 5 |
|
|
2014
Q3 | $4.83M | Buy |
93,054
+471
| +0.5% | +$24.4K | 4.53% | 3 |
|
|
2014
Q2 | $4.87M | Buy |
92,583
+276
| +0.3% | +$14.5K | 4.56% | 4 |
|
|
2014
Q1 | $4.59M | Sell |
92,307
-6,300
| -6% | -$313K | 4.24% | 4 |
|
|
2013
Q4 | $4.48M | Buy |
98,607
+3,420
| +4% | +$155K | 3.95% | 8 |
|
|
2013
Q3 | $3.93M | Buy |
+95,187
| New | +$3.93M | 3.96% | 11 |
|