Farr Miller & Washington’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-5,417
| Closed | -$239K | – | 145 |
|
|
2016
Q3 | $239K | Sell |
5,417
-372
| -6% | -$16.4K | 0.03% | 117 |
|
|
2016
Q2 | $274K | Sell |
5,789
-163
| -3% | -$7.72K | 0.03% | 109 |
|
|
2016
Q1 | $288K | Sell |
5,952
-618
| -9% | -$29.9K | 0.03% | 106 |
|
|
2015
Q4 | $357K | Sell |
6,570
-1,500
| -19% | -$81.5K | 0.04% | 94 |
|
|
2015
Q3 | $414K | Sell |
8,070
-1,233
| -13% | -$63.3K | 0.05% | 83 |
|
|
2015
Q2 | $523K | Sell |
9,303
-36
| -0.4% | -$2.02K | 0.06% | 77 |
|
|
2015
Q1 | $508K | Buy |
9,339
+784
| +9% | +$42.6K | 0.06% | 73 |
|
|
2014
Q4 | $469K | Sell |
8,555
-220
| -3% | -$12.1K | 0.05% | 77 |
|
|
2014
Q3 | $455K | Sell |
8,775
-1,350
| -13% | -$70K | 0.06% | 74 |
|
|
2014
Q2 | $532K | Buy |
10,125
+1,000
| +11% | +$52.5K | 0.07% | 75 |
|
|
2014
Q1 | $454K | Sell |
9,125
-368
| -4% | -$18.3K | 0.06% | 75 |
|
|
2013
Q4 | $431K | Hold |
9,493
| – | – | 0.06% | 74 |
|
|
2013
Q3 | $392K | Sell |
9,493
-800
| -8% | -$33K | 0.06% | 83 |
|
|
2013
Q2 | $425K | Buy |
+10,293
| New | +$425K | 0.07% | 75 |
|