Hedeker Wealth’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-25,847
| Closed | -$661K | – | 70 |
|
|
2020
Q2 | $661K | Buy |
25,847
+2,415
| +10% | +$61.8K | 0.34% | 56 |
|
|
2020
Q1 | $672K | Buy |
23,432
+765
| +3% | +$21.9K | 0.42% | 54 |
|
|
2019
Q4 | $1.22M | Sell |
22,667
-334
| -1% | -$18K | 0.65% | 47 |
|
|
2019
Q3 | $1.16M | Buy |
23,001
+801
| +4% | +$40.4K | 0.7% | 47 |
|
|
2019
Q2 | $1.05M | Sell |
22,200
-10,457
| -32% | -$495K | 0.67% | 46 |
|
|
2019
Q1 | $1.54M | Buy |
32,657
+4,312
| +15% | +$203K | 1.16% | 40 |
|
|
2018
Q4 | $1.31M | Sell |
28,345
-431
| -1% | -$19.9K | 1.05% | 41 |
|
|
2018
Q3 | $1.51M | Sell |
28,776
-170
| -0.6% | -$8.93K | 1.06% | 40 |
|
|
2018
Q2 | $1.6M | Sell |
28,946
-254
| -0.9% | -$14.1K | 1.23% | 37 |
|
|
2018
Q1 | $1.53M | Sell |
29,200
-270
| -0.9% | -$14.1K | 1.18% | 38 |
|
|
2017
Q4 | $1.79M | Buy |
29,470
+1,291
| +5% | +$78.3K | 1.39% | 35 |
|
|
2017
Q3 | $1.55M | Buy |
28,179
+1,117
| +4% | +$61.6K | 1.37% | 39 |
|
|
2017
Q2 | $1.5M | Buy |
27,062
+11
| +0% | +$609 | 1.44% | 27 |
|
|
2017
Q1 | $1.51M | Sell |
27,051
-1,389
| -5% | -$77.3K | 1.42% | 27 |
|
|
2016
Q4 | $1.57M | Buy |
28,440
+17,182
| +153% | +$947K | 1.29% | 27 |
|
|
2016
Q3 | $18.9K | Sell |
11,258
-2,611
| -19% | -$4.39K | 0.98% | 37 |
|
|
2016
Q2 | $656K | Sell |
13,869
-38,834
| -74% | -$1.84M | 0.57% | 62 |
|
|
2016
Q1 | $2.55M | Sell |
52,703
-54,865
| -51% | -$2.65M | 2.39% | 10 |
|
|
2015
Q4 | $5.85M | Buy |
107,568
+50,104
| +87% | +$2.72M | 5.17% | 2 |
|
|
2015
Q3 | $2.95M | Buy |
57,464
+25
| +0% | +$1.28K | 2.57% | 9 |
|
|
2015
Q2 | $3.23M | Sell |
57,439
-1,290
| -2% | -$72.5K | 2.6% | 6 |
|
|
2015
Q1 | $3.22M | Sell |
58,729
-330
| -0.6% | -$18.1K | 2.67% | 9 |
|
|
2014
Q4 | $3.24M | Buy |
+59,059
| New | +$3.24M | 2.61% | 9 |
|