Geneva Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.84M | Sell |
33,110
-1,853
| -5% | -$103K | 0.03% | 239 |
|
|
2017
Q1 | $1.95M | Sell |
34,963
-893
| -2% | -$49.7K | 0.03% | 215 |
|
|
2016
Q4 | $1.98M | Sell |
35,856
-10,246
| -22% | -$565K | 0.04% | 211 |
|
|
2016
Q3 | $2.04M | Sell |
46,102
-23,459
| -34% | -$1.04M | 0.04% | 196 |
|
|
2016
Q2 | $3.29M | Sell |
69,561
-6,109
| -8% | -$289K | 0.07% | 147 |
|
|
2016
Q1 | $3.66M | Buy |
75,670
+1,791
| +2% | +$86.6K | 0.07% | 136 |
|
|
2015
Q4 | $4.02M | Buy |
73,879
+4,515
| +7% | +$245K | 0.08% | 124 |
|
|
2015
Q3 | $3.56M | Buy |
69,364
+4,982
| +8% | +$256K | 0.07% | 135 |
|
|
2015
Q2 | $3.62M | Sell |
64,382
-308
| -0.5% | -$17.3K | 0.06% | 149 |
|
|
2015
Q1 | $3.52M | Buy |
64,690
+265
| +0.4% | +$14.4K | 0.06% | 156 |
|
|
2014
Q4 | $3.53M | Buy |
64,425
+443
| +0.7% | +$24.3K | 0.07% | 153 |
|
|
2014
Q3 | $3.32M | Buy |
63,982
+2,826
| +5% | +$147K | 0.06% | 161 |
|
|
2014
Q2 | $3.21M | Sell |
61,156
-45,993
| -43% | -$2.42M | 0.06% | 164 |
|
|
2014
Q1 | $5.33M | Buy |
107,149
+16,343
| +18% | +$813K | 0.1% | 121 |
|
|
2013
Q4 | $4.12M | Buy |
90,806
+20,930
| +30% | +$950K | 0.08% | 122 |
|
|
2013
Q3 | $2.89M | Buy |
69,876
+289
| +0.4% | +$11.9K | 0.06% | 144 |
|
|
2013
Q2 | $2.87M | Buy |
+69,587
| New | +$2.87M | 0.07% | 127 |
|