Fort Pitt Capital Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-5,146
| Closed | -$202K | – | 131 |
|
2022
Q2 | $202K | Hold |
5,146
| – | – | 0.01% | 126 |
|
2022
Q1 | $249K | Sell |
5,146
-39
| -0.8% | -$1.89K | 0.01% | 125 |
|
2021
Q4 | $249K | Sell |
5,185
-591
| -10% | -$28.4K | 0.01% | 137 |
|
2021
Q3 | $268K | Sell |
5,776
-8,979
| -61% | -$417K | 0.01% | 119 |
|
2021
Q2 | $668K | Buy |
14,755
+4,968
| +51% | +$225K | 0.03% | 107 |
|
2021
Q1 | $382K | Buy |
9,787
+829
| +9% | +$32.4K | 0.02% | 103 |
|
2020
Q4 | $270K | Sell |
8,958
-3,391
| -27% | -$102K | 0.01% | 112 |
|
2020
Q3 | $290K | Sell |
12,349
-8,911
| -42% | -$209K | 0.02% | 113 |
|
2020
Q2 | $544K | Sell |
21,260
-359
| -2% | -$9.19K | 0.03% | 113 |
|
2020
Q1 | $620K | Buy |
21,619
+8,066
| +60% | +$231K | 0.04% | 109 |
|
2019
Q4 | $729K | Buy |
13,553
+1,235
| +10% | +$66.4K | 0.04% | 103 |
|
2019
Q3 | $621K | Buy |
12,318
+1,838
| +18% | +$92.7K | 0.04% | 101 |
|
2019
Q2 | $496K | Sell |
10,480
-1,050
| -9% | -$49.7K | 0.04% | 89 |
|
2019
Q1 | $557K | Sell |
11,530
-14,150
| -55% | -$684K | 0.04% | 88 |
|
2018
Q4 | $1.18M | Buy |
25,680
+14,039
| +121% | +$647K | 0.09% | 78 |
|
2018
Q3 | $612K | Hold |
11,641
| – | – | 0.04% | 85 |
|
2018
Q2 | $645K | Sell |
11,641
-2,339
| -17% | -$130K | 0.05% | 81 |
|
2018
Q1 | $733K | Buy |
13,980
+1,184
| +9% | +$62.1K | 0.06% | 81 |
|
2017
Q4 | $776K | Sell |
12,796
-940
| -7% | -$57K | 0.06% | 79 |
|
2017
Q3 | $758K | Buy |
13,736
+1,973
| +17% | +$109K | 0.06% | 75 |
|
2017
Q2 | $652K | Buy |
11,763
+21
| +0.2% | +$1.16K | 0.06% | 76 |
|
2017
Q1 | $654K | Sell |
11,742
-47
| -0.4% | -$2.62K | 0.06% | 75 |
|
2016
Q4 | $650K | Buy |
11,789
+531
| +5% | +$29.3K | 0.06% | 77 |
|
2016
Q3 | $499K | Buy |
11,258
+1,122
| +11% | +$49.7K | 0.06% | 75 |
|
2016
Q2 | $480K | Buy |
10,136
+1,578
| +18% | +$74.7K | 0.06% | 76 |
|
2016
Q1 | $414K | Sell |
8,558
-201
| -2% | -$9.72K | 0.05% | 80 |
|
2015
Q4 | $476K | Buy |
8,759
+1,233
| +16% | +$67K | 0.06% | 76 |
|
2015
Q3 | $386K | Hold |
7,526
| – | – | 0.05% | 78 |
|
2015
Q2 | $423K | Buy |
7,526
+40
| +0.5% | +$2.25K | 0.05% | 80 |
|
2015
Q1 | $407K | Buy |
7,486
+439
| +6% | +$23.9K | 0.05% | 82 |
|
2014
Q4 | $386K | Buy |
7,047
+200
| +3% | +$11K | 0.05% | 81 |
|
2014
Q3 | $355K | Buy |
6,847
+6,840
| +97,714% | +$355K | 0.05% | 80 |
|
2014
Q2 | $374 | Buy |
+7
| New | +$374 | 0.05% | 84 |
|