Fiduciary Financial Services of The Southwest’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-32,742
| Closed | -$1.55M | – | 154 |
|
|
2016
Q2 | $1.55M | Buy |
32,742
+1,995
| +6% | +$94.4K | 0.5% | 61 |
|
|
2016
Q1 | $1.49M | Buy |
30,747
+1,297
| +4% | +$62.7K | 0.53% | 60 |
|
|
2015
Q4 | $1.6M | Buy |
29,450
+1,910
| +7% | +$104K | 0.57% | 52 |
|
|
2015
Q3 | $1.41M | Buy |
27,540
+766
| +3% | +$39.3K | 0.5% | 60 |
|
|
2015
Q2 | $1.51M | Buy |
26,774
+2,125
| +9% | +$120K | 0.46% | 68 |
|
|
2015
Q1 | $1.34M | Buy |
24,649
+2,896
| +13% | +$158K | 0.39% | 73 |
|
|
2014
Q4 | $1.19M | Buy |
21,753
+1,384
| +7% | +$75.9K | 0.34% | 82 |
|
|
2014
Q3 | $1.06M | Buy |
20,369
+1,447
| +8% | +$75.1K | 0.3% | 87 |
|
|
2014
Q2 | $995K | Buy |
18,922
+520
| +3% | +$27.3K | 0.28% | 93 |
|
|
2014
Q1 | $915K | Buy |
18,402
+515
| +3% | +$25.6K | 0.28% | 91 |
|
|
2013
Q4 | $812K | Hold |
17,887
| – | – | 0.26% | 93 |
|
|
2013
Q3 | $739K | Buy |
17,887
+960
| +6% | +$39.7K | 0.24% | 96 |
|
|
2013
Q2 | $699K | Buy |
+16,927
| New | +$699K | 0.23% | 95 |
|