Girard Partners’s Wells Fargo WFC Stock Holding History

Girard Partners’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$286K	Sell	4,810 -51	-1%	-$3.03K	0.03%	222
2024 Q1	$282K	Buy	4,861 +378	+8%	+$21.9K	0.03%	231
2023 Q4	$221K	Buy	+4,483	New	+$221K	0.02%	239
2020 Q3	–	Sell	-12,557	Closed	-$321K	–	220
2020 Q2	$321K	Sell	12,557 -2,184	-15%	-$55.8K	0.06%	170
2020 Q1	$423K	Sell	14,741 -886	-6%	-$25.4K	0.08%	149
2019 Q4	$840K	Sell	15,627 -1,561	-9%	-$83.9K	0.14%	124
2019 Q3	$866K	Sell	17,188 -8,350	-33%	-$421K	0.16%	116
2019 Q2	$1.21M	Sell	25,538 -15,723	-38%	-$744K	0.21%	101
2019 Q1	$1.99M	Sell	41,261 -10,198	-20%	-$493K	0.37%	76
2018 Q4	$2.37M	Sell	51,459 -1,482	-3%	-$68.3K	0.5%	64
2018 Q3	$2.78M	Buy	52,941 +1,022	+2%	+$53.7K	0.49%	61
2018 Q2	$2.88M	Sell	51,919 -5,230	-9%	-$290K	0.54%	56
2018 Q1	$3M	Sell	57,149 -12,771	-18%	-$669K	0.7%	44
2017 Q4	$4.24M	Sell	69,920 -3,035	-4%	-$184K	0.81%	36
2017 Q3	$4.02M	Sell	72,955 -2,692	-4%	-$148K	0.83%	39
2017 Q2	$4.19M	Buy	75,647 +4,329	+6%	+$240K	0.91%	36
2017 Q1	$3.97M	Buy	71,318 +1,944	+3%	+$108K	0.96%	33
2016 Q4	$3.82M	Sell	69,374 -475	-0.7%	-$26.2K	1.11%	23
2016 Q3	$3.09M	Buy	69,849 +7,206	+12%	+$319K	1.03%	28
2016 Q2	$2.97M	Buy	62,643 +17,482	+39%	+$827K	1.13%	24
2016 Q1	$2.18M	Buy	45,161 +12,702	+39%	+$614K	0.95%	36
2015 Q4	$1.76M	Buy	32,459 +12,350	+61%	+$671K	0.85%	41
2015 Q3	$1.03M	Buy	20,109 +6,083	+43%	+$312K	0.59%	60
2015 Q2	$789K	Buy	14,026 +4,171	+42%	+$235K	0.44%	72
2015 Q1	$536K	Buy	9,855 +702	+8%	+$38.2K	0.32%	87
2014 Q4	$502K	Buy	9,153 +924	+11%	+$50.7K	0.31%	84
2014 Q3	$427K	Buy	8,229 +99	+1%	+$5.14K	0.29%	89
2014 Q2	$427K	Buy	8,130 +1,028	+14%	+$54K	0.29%	88
2014 Q1	$353K	Buy	7,102 +814	+13%	+$40.5K	0.25%	93
2013 Q4	$285K	Buy	+6,288	New	+$285K	0.23%	97