HHG & Company’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $1.07M | Buy |
22,043
+1,548
| +8% | +$74.9K | 0.3% | 94 |
|
|
2015
Q4 | $1.11M | Sell |
20,495
-1,662
| -8% | -$90.3K | 0.3% | 91 |
|
|
2015
Q3 | $1.14M | Sell |
22,157
-162
| -0.7% | -$8.32K | 0.35% | 86 |
|
|
2015
Q2 | $1.26M | Buy |
22,319
+6,414
| +40% | +$361K | 0.36% | 82 |
|
|
2015
Q1 | $865K | Buy |
+15,905
| New | +$865K | 0.23% | 102 |
|
|
2014
Q2 | – | Sell |
-2,013
| Closed | -$204K | – | 176 |
|
|
2014
Q1 | $204K | Buy |
+2,013
| New | +$204K | 0.07% | 165 |
|