Gerstein Fisher’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $1.68M | Sell |
37,854
-716
| -2% | -$31.7K | 0.21% | 89 |
|
|
2016
Q2 | $1.83M | Buy |
38,570
+782
| +2% | +$37K | 0.24% | 81 |
|
|
2016
Q1 | $1.83M | Buy |
37,788
+220
| +0.6% | +$10.6K | 0.25% | 85 |
|
|
2015
Q4 | $2.04M | Sell |
37,568
-1,218
| -3% | -$66.2K | 0.28% | 64 |
|
|
2015
Q3 | $1.99M | Buy |
38,786
+1,287
| +3% | +$66.1K | 0.3% | 61 |
|
|
2015
Q2 | $2.11M | Sell |
37,499
-488
| -1% | -$27.4K | 0.34% | 57 |
|
|
2015
Q1 | $2.07M | Buy |
37,987
+497
| +1% | +$27K | 0.34% | 59 |
|
|
2014
Q4 | $2.05M | Sell |
37,490
-983
| -3% | -$53.8K | 0.33% | 60 |
|
|
2014
Q3 | $2M | Buy |
38,473
+213
| +0.6% | +$11.1K | 0.35% | 52 |
|
|
2014
Q2 | $2.01M | Buy |
38,260
+1,893
| +5% | +$99.5K | 0.38% | 49 |
|
|
2014
Q1 | $1.81M | Sell |
36,367
-30,781
| -46% | -$1.53M | 0.36% | 53 |
|
|
2013
Q4 | $9.1M | Buy |
67,148
+34,629
| +106% | +$4.69M | 0.34% | 80 |
|
|
2013
Q3 | $1.34M | Buy |
32,519
+441
| +1% | +$18.2K | 0.29% | 64 |
|
|
2013
Q2 | $1.32M | Buy |
+32,078
| New | +$1.32M | 0.32% | 54 |
|