GCA
Gideon Capital Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-83,348
| Closed | -$4.48M | – | 212 |
|
|
2019
Q4 | $4.48M | Buy |
83,348
+66,416
| +392% | +$3.57M | 1.54% | 5 |
|
|
2019
Q3 | $854K | Buy |
+16,932
| New | +$854K | 0.28% | 118 |
|
|
2018
Q4 | – | Sell |
-64,386
| Closed | -$3.38M | – | 524 |
|
|
2018
Q3 | $3.38M | Buy |
+64,386
| New | +$3.38M | 1.59% | 6 |
|
|
2018
Q2 | – | Sell |
-7,657
| Closed | -$401K | – | 510 |
|
|
2018
Q1 | $401K | Buy |
+7,657
| New | +$401K | 0.25% | 160 |
|
|
2017
Q2 | – | Sell |
-15,230
| Closed | -$848K | – | 415 |
|
|
2017
Q1 | $848K | Buy |
+15,230
| New | +$848K | 0.5% | 27 |
|
|
2016
Q4 | – | Sell |
-93,126
| Closed | -$4.12M | – | 481 |
|
|
2016
Q3 | $4.12M | Buy |
93,126
+39,540
| +74% | +$1.75M | 2.49% | 2 |
|
|
2016
Q2 | $2.54M | Buy |
53,586
+17,797
| +50% | +$842K | 1.48% | 13 |
|
|
2016
Q1 | $1.73M | Buy |
+35,789
| New | +$1.73M | 2.16% | 6 |
|
|
2015
Q1 | – | Sell |
-107,372
| Closed | -$5.89M | – | 312 |
|
|
2014
Q4 | $5.89M | Buy |
+107,372
| New | +$5.89M | 2.77% | 2 |
|
|
2014
Q1 | – | Sell |
-22,189
| Closed | -$1.01M | – | 296 |
|
|
2013
Q4 | $1.01M | Buy |
+22,189
| New | +$1.01M | 0.6% | 62 |
|