Financial Sense Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-15,430
| Closed | -$748K | – | 153 |
|
|
2022
Q1 | $748K | Buy |
+15,430
| New | +$748K | 0.28% | 30 |
|
|
2020
Q3 | – | Sell |
-18,823
| Closed | -$482K | – | 104 |
|
|
2020
Q2 | $482K | Sell |
18,823
-4,501
| -19% | -$115K | 0.17% | 65 |
|
|
2020
Q1 | $669K | Sell |
23,324
-163
| -0.7% | -$4.68K | 0.3% | 57 |
|
|
2019
Q4 | $1.26M | Buy |
+23,487
| New | +$1.26M | 0.46% | 35 |
|
|
2016
Q1 | – | Sell |
-53,651
| Closed | -$2.92M | – | 105 |
|
|
2015
Q4 | $2.92M | Buy |
53,651
+454
| +0.9% | +$24.7K | 1.36% | 25 |
|
|
2015
Q3 | $2.73M | Sell |
53,197
-6,141
| -10% | -$315K | 1.89% | 20 |
|
|
2015
Q2 | $3.34M | Sell |
59,338
-584
| -1% | -$32.8K | 1.55% | 27 |
|
|
2015
Q1 | $3.26M | Sell |
59,922
-1,075
| -2% | -$58.5K | 1.36% | 31 |
|
|
2014
Q4 | $3.34M | Buy |
60,997
+53,176
| +680% | +$2.92M | 1.35% | 30 |
|
|
2014
Q3 | $406K | Buy |
7,821
+416
| +6% | +$21.6K | 0.17% | 89 |
|
|
2014
Q2 | $389K | Sell |
7,405
-413
| -5% | -$21.7K | 0.15% | 98 |
|
|
2014
Q1 | $388K | Buy |
+7,818
| New | +$388K | 0.17% | 91 |
|
|
2013
Q3 | – | Sell |
-5,682
| Closed | -$234K | – | 158 |
|
|
2013
Q2 | $234K | Buy |
+5,682
| New | +$234K | 0.1% | 120 |
|