Horizon Investment Services’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 | – | Sell |
-106,115
| Closed | -$5.77M | – | 136 |
|
|
2015
Q4 | $5.77M | Buy |
106,115
+51,385
| +94% | +$2.79M | 2.47% | 15 |
|
|
2015
Q3 | $2.81M | Buy |
54,730
+8,761
| +19% | +$450K | 1.35% | 31 |
|
|
2015
Q2 | $2.59M | Sell |
45,969
-34,581
| -43% | -$1.94M | 1.04% | 39 |
|
|
2015
Q1 | $4.38M | Sell |
80,550
-8,826
| -10% | -$480K | 1.82% | 22 |
|
|
2014
Q4 | $4.9M | Buy |
89,376
+3,203
| +4% | +$176K | 2.32% | 12 |
|
|
2014
Q3 | $4.47M | Buy |
86,173
+4,379
| +5% | +$227K | 2.26% | 11 |
|
|
2014
Q2 | $4.3M | Buy |
81,794
+2,477
| +3% | +$130K | 2.09% | 15 |
|
|
2014
Q1 | $3.94M | Buy |
79,317
+4,192
| +6% | +$208K | 2.15% | 12 |
|
|
2013
Q4 | $3.41M | Buy |
75,125
+1,598
| +2% | +$72.6K | 2.06% | 15 |
|
|
2013
Q3 | $3.04M | Buy |
73,527
+3,064
| +4% | +$127K | 2.07% | 17 |
|
|
2013
Q2 | $2.91M | Buy |
+70,463
| New | +$2.91M | 2.31% | 9 |
|