FormulaFolio Investments’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $15K | Hold |
340
| – | – | 0.01% | 212 |
|
|
2021
Q1 | $16K | Sell |
340
-14,348
| -98% | -$675K | 0.01% | 208 |
|
|
2020
Q4 | $443K | Buy |
+14,688
| New | +$443K | 0.01% | 459 |
|
|
2020
Q1 | – | Sell |
-4,332
| Closed | -$233K | – | 381 |
|
|
2019
Q4 | $233K | Sell |
4,332
-915
| -17% | -$49.2K | 0.01% | 336 |
|
|
2019
Q3 | $265K | Sell |
5,247
-1,443
| -22% | -$72.9K | 0.01% | 300 |
|
|
2019
Q2 | $317K | Buy |
6,690
+848
| +15% | +$40.2K | 0.01% | 268 |
|
|
2019
Q1 | $282K | Sell |
5,842
-10,642
| -65% | -$514K | 0.01% | 273 |
|
|
2018
Q4 | $866K | Hold |
16,484
| – | – | 0.04% | 154 |
|
|
2018
Q3 | $866K | Sell |
16,484
-555
| -3% | -$29.2K | 0.04% | 154 |
|
|
2018
Q2 | $945K | Buy |
17,039
+3,566
| +26% | +$198K | 0.05% | 134 |
|
|
2018
Q1 | $706K | Buy |
13,473
+7,398
| +122% | +$388K | 0.04% | 143 |
|
|
2017
Q4 | $369K | Buy |
6,075
+1,455
| +31% | +$88.4K | 0.02% | 203 |
|
|
2017
Q3 | $255K | Sell |
4,620
-701
| -13% | -$38.7K | 0.02% | 197 |
|
|
2017
Q2 | $295K | Buy |
5,321
+234
| +5% | +$13K | 0.03% | 172 |
|
|
2017
Q1 | $283K | Sell |
5,087
-686
| -12% | -$38.2K | 0.03% | 169 |
|
|
2016
Q4 | $318K | Buy |
5,773
+889
| +18% | +$49K | 0.04% | 138 |
|
|
2016
Q3 | $216K | Buy |
+4,884
| New | +$216K | 0.03% | 131 |
|