Highlander Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $910K | Buy |
15,698
+730
| +5% | +$42.3K | 0.31% | 79 |
|
|
2023
Q4 | $737K | Buy |
14,968
+897
| +6% | +$44.2K | 0.26% | 86 |
|
|
2023
Q3 | $575K | Buy |
14,071
+534
| +4% | +$21.8K | 0.23% | 100 |
|
|
2023
Q2 | $578K | Buy |
13,537
+900
| +7% | +$38.4K | 0.27% | 77 |
|
|
2023
Q1 | $472K | Sell |
12,637
-200
| -2% | -$7.47K | 0.23% | 97 |
|
|
2022
Q4 | $530K | Sell |
12,837
-200
| -2% | -$8.26K | 0.28% | 75 |
|
|
2022
Q3 | $524K | Sell |
13,037
-2,000
| -13% | -$80.4K | 0.3% | 72 |
|
|
2022
Q2 | $589K | Sell |
15,037
-1,050
| -7% | -$41.1K | 0.32% | 73 |
|
|
2022
Q1 | $780K | Hold |
16,087
| – | – | 0.37% | 64 |
|
|
2021
Q4 | $772K | Sell |
16,087
-150
| -0.9% | -$7.2K | 0.36% | 65 |
|
|
2021
Q3 | $754K | Hold |
16,237
| – | – | 0.38% | 63 |
|
|
2021
Q2 | $735K | Sell |
16,237
-3,100
| -16% | -$140K | 0.37% | 65 |
|
|
2021
Q1 | $755K | Hold |
19,337
| – | – | 0.39% | 61 |
|
|
2020
Q4 | $584K | Sell |
19,337
-50
| -0.3% | -$1.51K | 0.33% | 68 |
|
|
2020
Q3 | $456K | Hold |
19,387
| – | – | 0.28% | 78 |
|
|
2020
Q2 | $496K | Buy |
19,387
+6,300
| +48% | +$161K | 0.31% | 76 |
|
|
2020
Q1 | $376K | Buy |
13,087
+750
| +6% | +$21.5K | 0.27% | 89 |
|
|
2019
Q4 | $664K | Hold |
12,337
| – | – | 0.38% | 68 |
|
|
2019
Q3 | $622K | Hold |
12,337
| – | – | 0.38% | 69 |
|
|
2019
Q2 | $584K | Sell |
12,337
-150
| -1% | -$7.1K | 0.35% | 74 |
|
|
2019
Q1 | $603K | Sell |
12,487
-1,460
| -10% | -$70.5K | 0.37% | 70 |
|
|
2018
Q4 | $652K | Buy |
13,947
+1,150
| +9% | +$53.8K | 0.43% | 63 |
|
|
2018
Q3 | $673K | Buy |
12,797
+1,000
| +8% | +$52.6K | 0.37% | 74 |
|
|
2018
Q2 | $654K | Sell |
11,797
-730
| -6% | -$40.5K | 0.37% | 79 |
|
|
2018
Q1 | $639K | Buy |
12,527
+10,088
| +414% | +$515K | 0.38% | 76 |
|
|
2017
Q4 | $148K | Hold |
2,439
| – | – | 0.11% | 199 |
|
|
2017
Q3 | $135K | Sell |
2,439
-237
| -9% | -$13.1K | 0.11% | 212 |
|
|
2017
Q2 | $149K | Hold |
2,676
| – | – | 0.12% | 203 |
|
|
2017
Q1 | $149K | Hold |
2,676
| – | – | 0.12% | 195 |
|
|
2016
Q4 | $147K | Sell |
2,676
-500
| -16% | -$27.5K | 0.13% | 191 |
|
|
2016
Q3 | $141K | Sell |
3,176
-5,500
| -63% | -$244K | 0.13% | 193 |
|
|
2016
Q2 | $411K | Buy |
8,676
+2,500
| +40% | +$118K | 0.38% | 72 |
|
|
2016
Q1 | $299K | Hold |
6,176
| – | – | 0.28% | 104 |
|
|
2015
Q4 | $336K | Sell |
6,176
-300
| -5% | -$16.3K | 0.31% | 87 |
|
|
2015
Q3 | $332K | Buy |
6,476
+237
| +4% | +$12.2K | 0.31% | 87 |
|
|
2015
Q2 | $351K | Hold |
6,239
| – | – | 0.31% | 83 |
|
|
2015
Q1 | $339K | Hold |
6,239
| – | – | 0.29% | 85 |
|
|
2014
Q4 | $342K | Sell |
6,239
-1,500
| -19% | -$82.2K | 0.29% | 89 |
|
|
2014
Q3 | $401K | Hold |
7,739
| – | – | 0.38% | 71 |
|
|
2014
Q2 | $407K | Buy |
7,739
+60
| +0.8% | +$3.15K | 0.37% | 76 |
|
|
2014
Q1 | $382K | Sell |
7,679
-250
| -3% | -$12.4K | 0.36% | 72 |
|
|
2013
Q4 | $360K | Hold |
7,929
| – | – | 0.34% | 79 |
|
|
2013
Q3 | $328K | Hold |
7,929
| – | – | 0.33% | 85 |
|
|
2013
Q2 | $327K | Buy |
+7,929
| New | +$327K | 0.35% | 83 |
|