Guardian Investor Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $1.76M | Sell |
32,379
-283
| -0.9% | -$15.4K | 1.39% | 7 |
|
|
2014
Q4 | $1.79M | Sell |
32,662
-1,036
| -3% | -$56.8K | 1.42% | 7 |
|
|
2014
Q3 | $1.75M | Sell |
33,698
-1,919
| -5% | -$99.5K | 1.41% | 8 |
|
|
2014
Q2 | $1.87M | Sell |
35,617
-1,346
| -4% | -$70.7K | 1.44% | 7 |
|
|
2014
Q1 | $1.84M | Sell |
36,963
-1,760
| -5% | -$87.6K | 1.43% | 7 |
|
|
2013
Q4 | $1.76M | Sell |
38,723
-739
| -2% | -$33.6K | 1.33% | 10 |
|
|
2013
Q3 | $1.63M | Sell |
39,462
-356
| -0.9% | -$14.7K | 1.36% | 10 |
|
|
2013
Q2 | $1.64M | Buy |
+39,818
| New | +$1.64M | 1.41% | 10 |
|