Greenwood Capital Associates’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-27,636
| Closed | -$1.64M | – | 251 |
|
|
2024
Q2 | $1.64M | Sell |
27,636
-2,216
| -7% | -$132K | 0.22% | 104 |
|
|
2024
Q1 | $1.73M | Sell |
29,852
-1,603
| -5% | -$92.9K | 0.23% | 99 |
|
|
2023
Q4 | $1.55M | Buy |
31,455
+84
| +0.3% | +$4.13K | 0.2% | 94 |
|
|
2023
Q3 | $1.28M | Buy |
+31,371
| New | +$1.28M | 0.19% | 103 |
|
|
2017
Q2 | – | Sell |
-48,603
| Closed | -$2.71M | – | 228 |
|
|
2017
Q1 | $2.71M | Sell |
48,603
-1,549
| -3% | -$86.2K | 0.71% | 60 |
|
|
2016
Q4 | $2.76M | Sell |
50,152
-21,653
| -30% | -$1.19M | 0.78% | 54 |
|
|
2016
Q3 | $3.18M | Buy |
71,805
+656
| +0.9% | +$29.1K | 0.96% | 43 |
|
|
2016
Q2 | $3.37M | Sell |
71,149
-12,451
| -15% | -$589K | 1.04% | 35 |
|
|
2016
Q1 | $4.04M | Buy |
83,600
+16,307
| +24% | +$789K | 1.27% | 23 |
|
|
2015
Q4 | $3.66M | Sell |
67,293
-552
| -0.8% | -$30K | 1.18% | 33 |
|
|
2015
Q3 | $3.48M | Sell |
67,845
-24,885
| -27% | -$1.28M | 1.24% | 32 |
|
|
2015
Q2 | $5.22M | Sell |
92,730
-3,508
| -4% | -$197K | 1.58% | 14 |
|
|
2015
Q1 | $5.24M | Sell |
96,238
-2,865
| -3% | -$156K | 1.5% | 16 |
|
|
2014
Q4 | $5.43M | Sell |
99,103
-246
| -0.2% | -$13.5K | 1.57% | 18 |
|
|
2014
Q3 | $5.15M | Buy |
99,349
+420
| +0.4% | +$21.8K | 1.58% | 14 |
|
|
2014
Q2 | $5.2M | Sell |
98,929
-653
| -0.7% | -$34.3K | 1.61% | 13 |
|
|
2014
Q1 | $4.95M | Sell |
99,582
-8,814
| -8% | -$438K | 1.59% | 15 |
|
|
2013
Q4 | $4.92M | Sell |
108,396
-1,537
| -1% | -$69.8K | 1.53% | 17 |
|
|
2013
Q3 | $4.54M | Sell |
109,933
-484
| -0.4% | -$20K | 1.6% | 19 |
|
|
2013
Q2 | $4.56M | Buy |
+110,417
| New | +$4.56M | 1.98% | 12 |
|