Epstein & White Financial’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 |
-21,146
| Closed | -$1.14M | – | 89 |
|
|
2019
Q4 | $1.14M | Buy |
21,146
+16,452
| +350% | +$885K | 0.5% | 18 |
|
|
2019
Q3 | $237K | Sell |
4,694
-395
| -8% | -$19.9K | 0.12% | 61 |
|
|
2019
Q2 | $240K | Buy |
5,089
+3
| +0.1% | +$141 | 0.13% | 72 |
|
|
2019
Q1 | $245K | Buy |
5,086
+71
| +1% | +$3.42K | 0.14% | 65 |
|
|
2018
Q4 | $231K | Buy |
5,015
+93
| +2% | +$4.28K | 0.14% | 67 |
|
|
2018
Q3 | $259K | Buy |
4,922
+23
| +0.5% | +$1.21K | 0.17% | 71 |
|
|
2018
Q2 | $272K | Hold |
4,899
| – | – | 0.2% | 83 |
|
|
2018
Q1 | $257K | Hold |
4,899
| – | – | 0.16% | 93 |
|
|
2017
Q4 | $306K | Buy |
+4,899
| New | +$306K | 0.18% | 78 |
|