Guardian Life Insurance’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,336
| Closed | -$610K | – | 462 |
|
|
2019
Q4 | $610K | Sell |
11,336
-400
| -3% | -$21.5K | 0.14% | 33 |
|
|
2019
Q3 | $592K | Sell |
11,736
-120
| -1% | -$6.05K | 0.09% | 48 |
|
|
2019
Q2 | $561K | Buy |
11,856
+48
| +0.4% | +$2.27K | 0.08% | 49 |
|
|
2019
Q1 | $571K | Sell |
11,808
-470
| -4% | -$22.7K | 0.07% | 48 |
|
|
2018
Q4 | $566K | Buy |
12,278
+34
| +0.3% | +$1.57K | 0.1% | 42 |
|
|
2018
Q3 | $644K | Buy |
12,244
+104
| +0.9% | +$5.47K | 0.11% | 35 |
|
|
2018
Q2 | $673K | Buy |
12,140
+1,939
| +19% | +$107K | 0.11% | 28 |
|
|
2018
Q1 | $535K | Sell |
10,201
-4,269
| -30% | -$224K | 0.1% | 29 |
|
|
2017
Q4 | $878K | Buy |
14,470
+4,304
| +42% | +$261K | 0.19% | 29 |
|
|
2017
Q3 | $561K | Sell |
10,166
-8
| -0.1% | -$441 | 0.09% | 31 |
|
|
2017
Q2 | $564K | Sell |
10,174
-7,221
| -42% | -$400K | 0.08% | 23 |
|
|
2017
Q1 | $968K | Buy |
17,395
+75
| +0.4% | +$4.17K | 0.14% | 32 |
|
|
2016
Q4 | $955K | Buy |
17,320
+42
| +0.2% | +$2.32K | 0.14% | 41 |
|
|
2016
Q3 | $765K | Sell |
17,278
-46
| -0.3% | -$2.04K | 0.07% | 77 |
|
|
2016
Q2 | $820K | Buy |
17,324
+132
| +0.8% | +$6.25K | 0.06% | 93 |
|
|
2016
Q1 | $831K | Sell |
17,192
-4,866
| -22% | -$235K | 0.07% | 88 |
|
|
2015
Q4 | $1.2M | Sell |
22,058
-5,257
| -19% | -$286K | 0.12% | 74 |
|
|
2015
Q3 | $1.4M | Buy |
27,315
+6,783
| +33% | +$348K | 0.14% | 77 |
|
|
2015
Q2 | $1.16M | Buy |
20,532
+25
| +0.1% | +$1.41K | 0.1% | 78 |
|
|
2015
Q1 | $1.12M | Sell |
20,507
-6,401
| -24% | -$348K | 0.11% | 83 |
|
|
2014
Q4 | $1.48M | Sell |
26,908
-113
| -0.4% | -$6.19K | 0.15% | 80 |
|
|
2014
Q3 | $1.4M | Sell |
27,021
-143
| -0.5% | -$7.42K | 0.14% | 77 |
|
|
2014
Q2 | $1.43M | Buy |
27,164
+178
| +0.7% | +$9.36K | 0.14% | 76 |
|
|
2014
Q1 | $1.34M | Sell |
26,986
-279
| -1% | -$13.9K | 0.12% | 85 |
|
|
2013
Q4 | $1.24M | Sell |
27,265
-31,839
| -54% | -$1.45M | 0.11% | 88 |
|
|
2013
Q3 | $2.44M | Buy |
59,104
+113
| +0.2% | +$4.67K | 0.2% | 86 |
|
|
2013
Q2 | $2.44M | Buy |
+58,991
| New | +$2.44M | 0.22% | 85 |
|