Gyroscope Capital Management Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $456K | Buy |
11,160
+2,760
| +33% | +$113K | 0.1% | 138 |
|
|
2023
Q2 | $359K | Buy |
8,400
+600
| +8% | +$25.6K | 0.08% | 126 |
|
|
2023
Q1 | $292K | Buy |
+7,800
| New | +$292K | 0.07% | 144 |
|
|
2019
Q1 | – | Sell |
-39,875
| Closed | -$1.84M | – | 158 |
|
|
2018
Q4 | $1.84M | Buy |
+39,875
| New | +$1.84M | 0.7% | 38 |
|
|
2017
Q3 | – | Sell |
-99,740
| Closed | -$5.53M | – | 129 |
|
|
2017
Q2 | $5.53M | Buy |
99,740
+10,455
| +12% | +$579K | 2.76% | 11 |
|
|
2017
Q1 | $4.97M | Buy |
89,285
+4,269
| +5% | +$238K | 2.99% | 19 |
|
|
2016
Q4 | $4.69M | Buy |
+85,016
| New | +$4.69M | 3.13% | 10 |
|
|
2015
Q3 | – | Sell |
-6,500
| Closed | -$366K | – | 77 |
|
|
2015
Q2 | $366K | Sell |
6,500
-410
| -6% | -$23.1K | 0.3% | 57 |
|
|
2015
Q1 | $376K | Buy |
6,910
+85
| +1% | +$4.63K | 0.31% | 48 |
|
|
2014
Q4 | $374K | Buy |
+6,825
| New | +$374K | 0.31% | 44 |
|