GIM
Greylin Investment Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,295
| Closed | -$402K | – | 87 |
|
|
2022
Q1 | $402K | Sell |
8,295
-375
| -4% | -$18.2K | 0.07% | 63 |
|
|
2021
Q4 | $416K | Sell |
8,670
-329
| -4% | -$15.8K | 0.08% | 69 |
|
|
2021
Q3 | $418K | Sell |
8,999
-1,230
| -12% | -$57.1K | 0.09% | 68 |
|
|
2021
Q2 | $463K | Sell |
10,229
-11,025
| -52% | -$499K | 0.09% | 71 |
|
|
2021
Q1 | $830K | Sell |
21,254
-275
| -1% | -$10.7K | 0.17% | 52 |
|
|
2020
Q4 | $650K | Sell |
21,529
-29,645
| -58% | -$895K | 0.15% | 55 |
|
|
2020
Q3 | $1.2M | Sell |
51,174
-49,748
| -49% | -$1.17M | 0.32% | 35 |
|
|
2020
Q2 | $2.58M | Sell |
100,922
-1,565
| -2% | -$40.1K | 0.73% | 23 |
|
|
2020
Q1 | $2.94M | Sell |
102,487
-185
| -0.2% | -$5.31K | 0.91% | 18 |
|
|
2019
Q4 | $5.52M | Sell |
102,672
-994
| -1% | -$53.5K | 1.22% | 16 |
|
|
2019
Q3 | $5.23M | Sell |
103,666
-5,405
| -5% | -$273K | 1.25% | 16 |
|
|
2019
Q2 | $5.16M | Sell |
109,071
-3,560
| -3% | -$168K | 1.16% | 16 |
|
|
2019
Q1 | $5.44M | Sell |
112,631
-2,350
| -2% | -$114K | 1.22% | 16 |
|
|
2018
Q4 | $5.3M | Sell |
114,981
-3,900
| -3% | -$180K | 1.27% | 16 |
|
|
2018
Q3 | $6.25M | Sell |
118,881
-5,190
| -4% | -$273K | 1.35% | 18 |
|
|
2018
Q2 | $6.88M | Sell |
124,071
-2,185
| -2% | -$121K | 1.49% | 16 |
|
|
2018
Q1 | $6.62M | Sell |
126,256
-20,125
| -14% | -$1.05M | 1.44% | 13 |
|
|
2017
Q4 | $8.88M | Sell |
146,381
-22,369
| -13% | -$1.36M | 1.92% | 11 |
|
|
2017
Q3 | $9.31M | Sell |
168,750
-50,510
| -23% | -$2.79M | 2.13% | 10 |
|
|
2017
Q2 | $12.1M | Sell |
219,260
-44,350
| -17% | -$2.46M | 2.8% | 9 |
|
|
2017
Q1 | $14.7M | Sell |
263,610
-43,929
| -14% | -$2.45M | 3.4% | 9 |
|
|
2016
Q4 | $16.9M | Sell |
307,539
-5,950
| -2% | -$328K | 4.07% | 7 |
|
|
2016
Q3 | $13.9M | Buy |
313,489
+50,345
| +19% | +$2.23M | 3.46% | 9 |
|
|
2016
Q2 | $12.5M | Buy |
263,144
+5,600
| +2% | +$265K | 3.1% | 9 |
|
|
2016
Q1 | $12.5M | Buy |
257,544
+7,200
| +3% | +$348K | 3.25% | 10 |
|
|
2015
Q4 | $13.6M | Sell |
250,344
-1,675
| -0.7% | -$91.1K | 3.65% | 9 |
|
|
2015
Q3 | $12.9M | Sell |
252,019
-13,850
| -5% | -$711K | 3.59% | 9 |
|
|
2015
Q2 | $15M | Sell |
265,869
-30,733
| -10% | -$1.73M | 3.79% | 9 |
|
|
2015
Q1 | $16.3M | Sell |
296,602
-1,500
| -0.5% | -$82.2K | 3.88% | 9 |
|
|
2014
Q4 | $16.3M | Sell |
298,102
-11,067
| -4% | -$607K | 3.85% | 9 |
|
|
2014
Q3 | $16M | Sell |
309,169
-10,203
| -3% | -$529K | 3.83% | 9 |
|
|
2014
Q2 | $16.8M | Sell |
319,372
-3,682
| -1% | -$194K | 4.05% | 9 |
|
|
2014
Q1 | $16.1M | Buy |
323,054
+2,525
| +0.8% | +$126K | 3.9% | 9 |
|
|
2013
Q4 | $14.6M | Buy |
320,529
+326
| +0.1% | +$14.8K | 3.6% | 9 |
|
|
2013
Q3 | $13.2M | Buy |
320,203
+300
| +0.1% | +$12.4K | 6.73% | 5 |
|
|
2013
Q2 | $13.2M | Buy |
+319,903
| New | +$13.2M | 4.21% | 7 |
|