Gilder Gagnon Howe & Co’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-52,226
| Closed | -$2.13M | – | 274 |
|
|
2023
Q3 | $2.13M | Sell |
52,226
-104
| -0.2% | -$4.25K | 0.03% | 175 |
|
|
2023
Q2 | $2.23M | Hold |
52,330
| – | – | 0.03% | 197 |
|
|
2023
Q1 | $1.96M | Hold |
52,330
| – | – | 0.03% | 174 |
|
|
2022
Q4 | $2.16M | Sell |
52,330
-524
| -1% | -$21.6K | 0.04% | 169 |
|
|
2022
Q3 | $2.13M | Sell |
52,854
-1,125
| -2% | -$45.3K | 0.04% | 171 |
|
|
2022
Q2 | $2.11M | Sell |
53,979
-35,894
| -40% | -$1.41M | 0.04% | 170 |
|
|
2022
Q1 | $4.36M | Buy |
+89,873
| New | +$4.36M | 0.04% | 185 |
|
|
2017
Q3 | – | Sell |
-24,590
| Closed | -$1.36M | – | 303 |
|
|
2017
Q2 | $1.36M | Sell |
24,590
-3,588
| -13% | -$199K | 0.02% | 195 |
|
|
2017
Q1 | $1.57M | Sell |
28,178
-424
| -1% | -$23.6K | 0.03% | 181 |
|
|
2016
Q4 | $1.58M | Buy |
28,602
+1,677
| +6% | +$92.4K | 0.03% | 170 |
|
|
2016
Q3 | $1.19M | Sell |
26,925
-18
| -0.1% | -$797 | 0.02% | 182 |
|
|
2016
Q2 | $1.28M | Sell |
26,943
-82
| -0.3% | -$3.88K | 0.03% | 178 |
|
|
2016
Q1 | $1.31M | Sell |
27,025
-56
| -0.2% | -$2.71K | 0.03% | 161 |
|
|
2015
Q4 | $1.47M | Sell |
27,081
-8
| -0% | -$435 | 0.02% | 169 |
|
|
2015
Q3 | $1.39M | Sell |
27,089
-503
| -2% | -$25.8K | 0.02% | 177 |
|
|
2015
Q2 | $1.55M | Sell |
27,592
-303
| -1% | -$17K | 0.02% | 198 |
|
|
2015
Q1 | $1.52M | Sell |
27,895
-235
| -0.8% | -$12.8K | 0.02% | 192 |
|
|
2014
Q4 | $1.54M | Sell |
28,130
-3,831
| -12% | -$210K | 0.02% | 192 |
|
|
2014
Q3 | $1.66M | Sell |
31,961
-220
| -0.7% | -$11.4K | 0.02% | 197 |
|
|
2014
Q2 | $1.69M | Sell |
32,181
-613
| -2% | -$32.2K | 0.02% | 208 |
|
|
2014
Q1 | $1.63M | Sell |
32,794
-724
| -2% | -$36K | 0.02% | 203 |
|
|
2013
Q4 | $1.52M | Sell |
33,518
-405
| -1% | -$18.4K | 0.02% | 199 |
|
|
2013
Q3 | $1.4M | Sell |
33,923
-573
| -2% | -$23.7K | 0.02% | 201 |
|
|
2013
Q2 | $1.42M | Buy |
+34,496
| New | +$1.42M | 0.03% | 205 |
|