Goldstein Munger & Associates’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,400
| Closed | -$244K | – | 38 |
|
|
2018
Q2 | $244K | Sell |
4,400
-500
| -10% | -$27.7K | 0.1% | 35 |
|
|
2018
Q1 | $257K | Hold |
4,900
| – | – | 0.11% | 33 |
|
|
2017
Q4 | $297K | Hold |
4,900
| – | – | 0.13% | 31 |
|
|
2017
Q3 | $270K | Hold |
4,900
| – | – | 0.12% | 33 |
|
|
2017
Q2 | $272K | Sell |
4,900
-2,000
| -29% | -$111K | 0.13% | 32 |
|
|
2017
Q1 | $384K | Buy |
6,900
+2,000
| +41% | +$111K | 0.17% | 32 |
|
|
2016
Q4 | $270K | Sell |
4,900
-2,000
| -29% | -$110K | 0.12% | 33 |
|
|
2016
Q3 | $306K | Hold |
6,900
| – | – | 0.14% | 27 |
|
|
2016
Q2 | $327K | Hold |
6,900
| – | – | 0.15% | 25 |
|
|
2016
Q1 | $334K | Hold |
6,900
| – | – | 0.15% | 26 |
|
|
2015
Q4 | $375K | Hold |
6,900
| – | – | 0.17% | 25 |
|
|
2015
Q3 | $354K | Hold |
6,900
| – | – | 0.16% | 25 |
|
|
2015
Q2 | $388K | Hold |
6,900
| – | – | 0.17% | 25 |
|
|
2015
Q1 | $375K | Hold |
6,900
| – | – | 0.16% | 25 |
|
|
2014
Q4 | $378K | Hold |
6,900
| – | – | 0.16% | 25 |
|
|
2014
Q3 | $358K | Hold |
6,900
| – | – | 0.15% | 25 |
|
|
2014
Q2 | $363K | Buy |
6,900
+2,000
| +41% | +$105K | 0.15% | 25 |
|
|
2014
Q1 | $244K | Sell |
4,900
-2,000
| -29% | -$99.6K | 0.11% | 24 |
|
|
2013
Q4 | $313K | Hold |
6,900
| – | – | 0.13% | 27 |
|
|
2013
Q3 | $285K | Hold |
6,900
| – | – | 0.11% | 28 |
|
|
2013
Q2 | $285K | Buy |
+6,900
| New | +$285K | 0.11% | 28 |
|