Horizon Kinetics’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $365K | Buy |
7,914
+83
| +1% | +$3.83K | 0.01% | 272 |
|
|
2018
Q3 | $411K | Sell |
7,831
-437
| -5% | -$22.9K | 0.01% | 325 |
|
|
2018
Q2 | $458K | Buy |
8,268
+91
| +1% | +$5.04K | 0.01% | 274 |
|
|
2018
Q1 | $429K | Sell |
8,177
-751
| -8% | -$39.4K | 0.01% | 295 |
|
|
2017
Q4 | $541K | Sell |
8,928
-282
| -3% | -$17.1K | 0.02% | 259 |
|
|
2017
Q3 | $508K | Sell |
9,210
-535
| -5% | -$29.5K | 0.01% | 266 |
|
|
2017
Q2 | $540K | Buy |
9,745
+1,348
| +16% | +$74.7K | 0.02% | 268 |
|
|
2017
Q1 | $467K | Buy |
8,397
+237
| +3% | +$13.2K | 0.01% | 291 |
|
|
2016
Q4 | $450K | Buy |
8,160
+2,940
| +56% | +$162K | 0.01% | 291 |
|
|
2016
Q3 | $231K | Sell |
5,220
-1,751
| -25% | -$77.5K | 0.01% | 466 |
|
|
2016
Q2 | $330K | Hold |
6,971
| – | – | 0.01% | 450 |
|
|
2016
Q1 | $337K | Buy |
6,971
+2,761
| +66% | +$133K | 0.01% | 439 |
|
|
2015
Q4 | $229K | Buy |
+4,210
| New | +$229K | ﹤0.01% | 455 |
|