Independent Portfolio Consultants’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $42K | Sell |
760
-10,516
| -93% | -$581K | 0.02% | 537 |
|
|
2017
Q1 | $628K | Sell |
11,276
-26,273
| -70% | -$1.46M | 0.22% | 162 |
|
|
2016
Q4 | $2.07M | Buy |
37,549
+513
| +1% | +$28.3K | 0.68% | 18 |
|
|
2016
Q3 | $1.64M | Buy |
37,036
+1,395
| +4% | +$61.8K | 0.51% | 36 |
|
|
2016
Q2 | $1.69M | Buy |
35,641
+24,410
| +217% | +$1.16M | 0.53% | 38 |
|
|
2016
Q1 | $543K | Sell |
11,231
-264
| -2% | -$12.8K | 0.15% | 199 |
|
|
2015
Q4 | $625K | Sell |
11,495
-6,675
| -37% | -$363K | 0.19% | 163 |
|
|
2015
Q3 | $933K | Buy |
18,170
+365
| +2% | +$18.7K | 0.2% | 144 |
|
|
2015
Q2 | $1M | Buy |
17,805
+140
| +0.8% | +$7.87K | 0.2% | 163 |
|
|
2015
Q1 | $961K | Sell |
17,665
-192
| -1% | -$10.4K | 0.2% | 156 |
|
|
2014
Q4 | $979K | Buy |
17,857
+9,428
| +112% | +$517K | 0.2% | 160 |
|
|
2014
Q3 | $437K | Sell |
8,429
-24
| -0.3% | -$1.24K | 0.12% | 260 |
|
|
2014
Q2 | $444K | Buy |
8,453
+2,833
| +50% | +$149K | 0.12% | 270 |
|
|
2014
Q1 | $279K | Sell |
5,620
-2,745
| -33% | -$136K | 0.09% | 378 |
|
|
2013
Q4 | $380K | Buy |
8,365
+1,579
| +23% | +$71.7K | 0.13% | 320 |
|
|
2013
Q3 | $280K | Sell |
6,786
-769
| -10% | -$31.7K | 0.11% | 373 |
|
|
2013
Q2 | $312K | Buy |
+7,555
| New | +$312K | 0.14% | 315 |
|