Financial Advisors Network’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 |
-5,265
| Closed | -$283K | – | 127 |
|
|
2019
Q4 | $283K | Sell |
5,265
-2,116
| -29% | -$114K | 0.13% | 94 |
|
|
2019
Q3 | $372K | Sell |
7,381
-527
| -7% | -$26.6K | 0.19% | 79 |
|
|
2019
Q2 | $362K | Sell |
7,908
-943
| -11% | -$43.2K | 0.19% | 77 |
|
|
2019
Q1 | $393K | Sell |
8,851
-5,895
| -40% | -$262K | 0.23% | 70 |
|
|
2018
Q4 | $680K | Buy |
+14,746
| New | +$680K | 0.42% | 47 |
|
|
2018
Q2 | $802K | Buy |
+14,471
| New | +$802K | 0.48% | 46 |
|
|
2017
Q4 | $451K | Sell |
7,430
-521
| -7% | -$31.6K | 0.3% | 67 |
|
|
2017
Q3 | $439K | Buy |
7,951
+226
| +3% | +$12.5K | 0.35% | 56 |
|
|
2017
Q2 | $428K | Sell |
7,725
-399
| -5% | -$22.1K | 0.36% | 52 |
|
|
2017
Q1 | $432K | Sell |
8,124
-57
| -0.7% | -$3.03K | 0.37% | 49 |
|
|
2016
Q4 | $461K | Buy |
+8,181
| New | +$461K | 0.39% | 47 |
|