Ferris Capital’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 |
-25,266
| Closed | -$1.36M | – | 165 |
|
|
2019
Q4 | $1.36M | Buy |
25,266
+716
| +3% | +$38.5K | 0.48% | 58 |
|
|
2019
Q3 | $1.24M | Sell |
24,550
-1,040
| -4% | -$52.4K | 0.45% | 56 |
|
|
2019
Q2 | $1.21M | Buy |
25,590
+1,244
| +5% | +$58.9K | 0.45% | 55 |
|
|
2019
Q1 | $1.18M | Hold |
24,346
| – | – | 0.43% | 58 |
|
|
2018
Q4 | $1.12M | Sell |
24,346
-14,090
| -37% | -$649K | 0.5% | 44 |
|
|
2018
Q3 | $2.02M | Sell |
38,436
-476
| -1% | -$25K | 0.8% | 25 |
|
|
2018
Q2 | $2.16M | Sell |
38,912
-277
| -0.7% | -$15.4K | 0.91% | 24 |
|
|
2018
Q1 | $2.05M | Sell |
39,189
-4,397
| -10% | -$230K | 0.83% | 24 |
|
|
2017
Q4 | $2.64M | Buy |
43,586
+24,221
| +125% | +$1.47M | 0.94% | 22 |
|
|
2017
Q3 | $1.07M | Sell |
19,365
-466
| -2% | -$25.7K | 0.53% | 43 |
|
|
2017
Q2 | $1.1M | Buy |
+19,831
| New | +$1.1M | 0.52% | 39 |
|