FIC Capital’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $3.35M | Buy |
60,703
+1,125
| +2% | +$62K | 1.28% | 25 |
|
|
2017
Q2 | $3.3M | Sell |
59,578
-150
| -0.3% | -$8.31K | 1.36% | 26 |
|
|
2017
Q1 | $3.32M | Buy |
59,728
+10,065
| +20% | +$560K | 1.47% | 20 |
|
|
2016
Q4 | $2.74M | Buy |
49,663
+19,565
| +65% | +$1.08M | 1.38% | 26 |
|
|
2016
Q3 | $1.33M | Buy |
+30,098
| New | +$1.33M | 0.6% | 53 |
|
|
2013
Q3 | – | Sell |
-11,759
| Closed | -$485K | – | 143 |
|
|
2013
Q2 | $485K | Buy |
+11,759
| New | +$485K | 0.31% | 94 |
|